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CS

Carl H. Schilke

FIRST GEORGETOWN SECURITIES
ALEXANDRIA, VA 22314
Some features on this profile are disabled
CRD#: 3229857
CS

Professional summary


Carl Heinz Schilke is a registered financial professional currently at FIRST GEORGETOWN SECURITIES, INC. located in Alexandria, Virginia.

Carl is registered as a RR (Registered Representative) and started their career in finance in 2000. Carl has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Carl Heinz Schilke's CRS (Customer Relationship Summary).
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

April 5, 2000 - Present

FIRST GEORGETOWN SECURITIES, INC.

Office #1: 1700 Diagonal Rd. # 200, Alexandria, VA 22314
RIA
BD
CRD#: 5871
ALEXANDRIA, VA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/4/2010)
RR
District of Columbia
(4/12/2000)
RR
Florida
(3/15/2005)
RR
Illinois
(10/29/2009)
RR
Kansas
(2/4/2022)
RR
Maryland
(4/5/2000)
RR
New York
(11/8/2018)
RR
North Carolina
(10/4/2007)
RR
Pennsylvania
(10/3/2007)
RR
Virginia
(5/16/2000)

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FG
FIRST GEORGETOWN SECURITIES, INC.
FIRST GEORGETOWN SECURITIES, INC | FIRST GEORGETOWN SECURITIES, INC.

CRD#: 5871 / SEC#: 801-68760, 8-18390

RIA
Registered Investment Advisory firm - SEC (6/27/2012 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/27/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1700 Diagonal Rd. Suite 200, Alexandria, VA 22314
Mailing Address
1700 Diagonal Rd. # 200, Alexandria, VA 22314
Phone number
(703) 519-7700
Established
Delaware since 05/01/1975
Firm type
Corporation
Fiscal year end
July
Firm Size
Small
# of Employees
4

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MANN, ROBERT TAYLORPRESIDENT822903
HARRIS, CHARLES WILLIAMCHIEF COMPLIANCE OFFICER1005730

Regulatory assets under management


Total Number of Accounts125
AUM (Assets Under Management)$ 101,602,194

Disclosures


Regulatory Event16
Arbitration2

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.

Company Information


FIRST GEORGETOWN SECURITIES, INC.

CRD#: 5871Alexandria, VA 22314

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