CC
Charles W. Crews
FORTIS CAPITAL ADVISORS
Simpsonville, SC 29681
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CRD#: 4509752
CC
Professional summary
Charles W Crews JR, who also goes by Chuck W Crews Jr, Chuck Crews, is a registered financial advisor currently at FORTIS CAPITAL ADVISORS, LLC located in Simpsonville, South Carolina.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Charles has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chuck W Crews Jr | Chuck Crews
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.
1) Crews Law Offices, non-investment related, 125A Woodruff Place Cir, Simpsonville SC 29681, Law Office, Attorney, Start Date 02/2006, 140 hours per month during trading hours, practicing attorney focused on estate planning and probate work. 2) South Carolina Transplant Foundation, non-investment related, 111 Mountain View Dr. Easley SC 29640, non-profit organization focused on raising funds for organ transplant patients and to provide education and advocacy, Board Member, Start Date 07/2024, 2 hours per month during, 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Charles W Crews JR'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®
NoneExperience
Current
November 8, 2023 - Present
FORTIS CAPITAL ADVISORS, LLC
Office #1: 125a Woodruff Place Circle, Simpsonville, SC 29681RIA
CRD#: 309709
Simpsonville, SC
Past
July 26, 2022 - November 27, 2023
CREWS FINANCIAL ADVISORS, LLC
RIA
CRD#: 321115
SIMPSONVILLE, SC
Past
April 2, 2021 - October 6, 2022
ARKADIOS CAPITAL
BD
CRD#: 282710
Greenville, SC
Past
June 12, 2018 - October 6, 2022
WEALTH MANAGEMENT ADVISORS, LLC
RIA
CRD#: 171260
GREENVILLE, SC
Past
May 9, 2018 - April 5, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
Greenville, SC
Past
January 7, 2013 - May 4, 2018
SOUTHEAST FINANCIAL ADVISORS
RIA
CRD#: 121757
GREENVILLE, SC
Past
October 1, 2012 - May 4, 2018
SFA FINANCIAL, LLC
BD
CRD#: 149647
Greenville, SC
Past
June 2, 2006 - September 28, 2012
IC ADVISORY SERVICES, INC.
RIA
CRD#: 140190
SIMPSONVILLE, NJ
Past
February 3, 2006 - October 2, 2006
THE INVESTMENT CENTER, INC.
RIA
CRD#: 17839
SIMPSONVILLE, SC
Past
February 3, 2006 - September 28, 2012
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
SIMPSONVILLE, SC
Past
October 14, 2002 - February 16, 2006
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
GREENVILLE, SC
Past
August 23, 2002 - February 16, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
GREENVILLE, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
Registered Investment Advisory firm - (8/28/2020 Approved)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
South Carolina(11/8/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FC
FORTIS CAPITAL ADVISORS, LLC
ARCHER WEALTH PLANNING | WESTLAKE WEALTH MANAGEMENT, LLC | UNITED SUCCESS BUSINESS ADVISORY LLC | TURMAN FINANCIAL GROUP, LLC | TRUVIUM CAPITAL PARTNERS | TIMBER POINT CAPITAL MANAGEMENT | SJ BOYLE WEALTH PLANNING, LLC | SERENITY WEALTH MANAGEMENT | RAPPS & ASSOCIATES | PFS ADVISORS, LLC | NEXT HORIZON ADVISORS, LLC | NETWORK 1 FINANCIAL PRIVATE WEALTH MANAGEMENT | LRVS ADVISORY GROUP | JOSHPE FINANCIAL | ISAAC FINANCIAL | HORIZON PRIVATE WEALTH | GRATUS WEALTH MANAGEMENT | GENERATIONS WEALTH PARTNERS | FORTIS CAPITAL ADVISORS, LLC | COPA WEALTH STRATEGIES | COMPASS WEALTH SOLUTIONS | CLEARPATH FINANCIAL | BE INVESTMENT MANAGEMENT | AWS WEALTH MANAGEMENT
CRD#: 309709 / SEC#: 801-119354
RIA
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Contact information
Main Address
7301 Mission Road Suite 326, Prairie Village, KS 66208
Mailing Address
Phone number
(913) 222-8862
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,774 |
| AUM (Assets Under Management) | $ 1,212,196,068 |
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
FORTIS CAPITAL ADVISORS, LLC
CRD#: 309709Simpsonville, SC 29681TRUST BUT VERIFY
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