Aimee L. Charrier

STOKES FAMILY OFFICE LLC

New Orleans, LA 70163

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CRD#: 4819925

Professional summary

Aimee Lynn Charrier, who also goes by Aimee Charrier Clary, is a registered financial advisor currently at STOKES FAMILY OFFICE LLC located in New Orleans, Louisiana.

Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Aimee has worked at 4 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aimee Charrier Clary

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.

STOKES ASSET MANAGEMENT, LLC INVESTMENT-RELATED 1100 POYDRAS ST, SUITE 2775, NEW ORLEANS, LA 70163 OPERATIONS STAFF OCTOBER 31, 2022 0-5 HOURS PER MONTH 0-5 HOURS DURING TRADING HOURS OPERATIONAL SUPPORT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Lynn Charrier'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

October 31, 2022 - Present

STOKES FAMILY OFFICE LLC

Office #1: 1100 Poydras St Ste. 2775, New Orleans, LA 70163

RIA

CRD#: 300899

New Orleans, LA

Past

August 10, 2022 - October 18, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

COVINGTON, LA

Past

August 10, 2022 - October 18, 2022

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

COVINGTON, LA

Past

January 17, 2020 - August 10, 2022

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA

CRD#: 40637

COVINGTON, LA

Past

February 10, 2012 - August 10, 2022

HANCOCK WHITNEY INVESTMENT SERVICES INC.

CRD#: 40637

COVINGTON, LA

Past

April 17, 2009 - February 13, 2012

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

NEW ORLEANS, LA

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".

STOKES FAMILY OFFICE LLC

STOKES FAMILY OFFICE LLC | STOKES INVESTMENT PARTNERS, LLC | STOKES INSTITUTIONAL

CRD#: 300899 / SEC#: 801-115261

RIA

Registered Investment Advisory firm - (5/13/2019 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

Louisiana
(10/31/2022)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/2009

General Securities Representative Examination

Current Firm

STOKES FAMILY OFFICE LLC

STOKES FAMILY OFFICE LLC | STOKES INVESTMENT PARTNERS, LLC | STOKES INSTITUTIONAL

CRD#: 300899 / SEC#: 801-115261

RIA

Registered Investment Advisory firm - (5/13/2019 Approved)

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Contact information

Main Address

1100 Poydras St Ste. 2775, New Orleans, LA 70163

Mailing Address

Phone number

(504) 399-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-10-20 STOKES FAMILY OFFICE FORM ADV PART 2A (10/20/2025)

Regulatory assets under management

Total Number of Accounts	2,052
AUM (Assets Under Management)	$ 2,475,148,256

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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Aimee L. Charrier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Lynn Charrier's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOKES FAMILY OFFICE LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

HANCOCK WHITNEY INVESTMENT SERVICES INC.

HANCOCK WHITNEY INVESTMENT SERVICES INC.

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

STOKES FAMILY OFFICE LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 4/16/2009

Current Firm

STOKES FAMILY OFFICE LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOKES FAMILY OFFICE LLC

TRUST BUT VERIFY

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