Charles A. Husak

STONEHURST CAPITAL MANAGEMENT

Boxford, MA

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CRD#: 2886321

Professional summary

Charles Anthony Husak, who also goes by Charles A Husak, is a registered financial advisor currently at STONEHURST CAPITAL MANAGEMENT, LLC located in Boxford, Massachusetts.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Charles has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles A Husak

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Anthony Husak's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2016 - Present

STONEHURST CAPITAL MANAGEMENT, LLC

RIA

CRD#: 282668

Boxford, MA

Past

October 23, 2009 - February 9, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

October 23, 2009 - February 9, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOSTON, MA

Past

July 15, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

BOSTON, MA

Past

May 16, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

March 24, 2008 - June 2, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOSTON, MA

Past

February 7, 2008 - March 25, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

BOSTON, MA

Past

September 24, 2002 - January 30, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WELLESLEY, MA

Past

December 19, 2000 - September 30, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/14/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2000

General Securities Representative Examination

Current Firm

STONEHURST CAPITAL MANAGEMENT, LLC

CRD#: 282668 / SEC#:

Massachusetts

Registered Investment Advisory firm - (3/14/2016 Approved)

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Contact information

Main Address

Boxford, MA

Mailing Address

One Boston Place Suite 2617, Boston, MA 02108

Phone number

(617) 549-5607

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 8,200,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles A. Husak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Anthony Husak's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/29/2001

SIE

Date: 2/9/2016

Series 7

Date: 12/18/2000

Current Firm

STONEHURST CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONEHURST CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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