Charles F. Weed

FIDUCIARY TACTICAL STRATEGIES

BALLWIN, MO 63011

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CRD#: 4162021

Professional summary

Charles Franklin Weed is a registered financial advisor currently at FIDUCIARY TACTICAL STRATEGIES, INC. located in Ballwin, Missouri.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Charles has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Charles Franklin Weed'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

December 10, 2013 - Present

FIDUCIARY TACTICAL STRATEGIES, INC.

Office #1: 15415 Clayton Rd, Ballwin, MO 63011

RIA

CRD#: 110723

BALLWIN, MO

Past

October 29, 2012 - October 2, 2013

ARLINGTON SECURITIES, INC.

CRD#: 19596

ST. LOUIS, MO

Past

May 13, 2011 - December 31, 2012

FIDUCIARY TACTICAL STRATEGIES, INC.

RIA

CRD#: 110723

BALLWIN, MO

Past

November 1, 2005 - December 31, 2010

CUTTER & COMPANY, INC.

RIA

CRD#: 22449

WEBSTER GROVES, MO

Past

November 1, 2005 - December 31, 2010

CUTTER & COMPANY, INC.

CRD#: 22449

BALLWIN, MO

Past

January 7, 2005 - November 16, 2005

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ST. LOUIS, MO

Past

January 5, 2005 - November 16, 2005

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ST. LOUIS, MO

Past

April 17, 2001 - December 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

June 8, 2000 - December 2, 2004

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

Missouri
(12/10/2013)

IAR

Texas
(2/18/2021)

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: 6/28/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 6/6/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/7/2000

General Securities Representative Examination

Current Firm

FIDUCIARY TACTICAL STRATEGIES, INC.

FIDUCIARY TACTICAL STRATEGIES, INC. | FINANCIAL TIMING SERVICES INC

CRD#: 110723 / SEC#: 801-26553

RIA

Registered Investment Advisory firm - (4/27/2005 Terminated)

Missouri

Registered Investment Advisory firm - (4/25/2005 Approved)

Texas

Registered Investment Advisory firm - (2/18/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

400 Chesterfield Center Suite 400, Chesterfield, MO 63017

Mailing Address

Phone number

(314) 504-3957

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 12,851,141

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 F. Weed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Franklin Weed's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARLINGTON SECURITIES, INC.

FIDUCIARY TACTICAL STRATEGIES, INC.

CUTTER & COMPANY, INC.

CUTTER & COMPANY, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/28/2000

Series 31

Date: 6/6/2003

Series 7

Date: 6/7/2000

Current Firm

FIDUCIARY TACTICAL STRATEGIES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY TACTICAL STRATEGIES, INC.

TRUST BUT VERIFY

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