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CC

Charles W. Currie

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CRD#: 500927
CC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Walter Currie, who also goes by Chuck Currie, was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1976. Charles had worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chuck Currie

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 30, 2014 - May 5, 2016

BROOKS, HOUGHTON SECURITIES, INC.

BD
CRD#: 27514
NEW YORK, NY
Past

January 28, 2000 - February 5, 2003

ASSETMAN SECURITIES L.L.C.

BD
CRD#: 47884
MONTCLAIR, NJ
Past

March 19, 1998 - January 7, 2014

FIRST AMERICAN MUNICIPALS, INC.

BD
CRD#: 23740
NEW YORK, NY
Past

November 11, 1997 - February 5, 1998

HUDSON KNIGHT SECURITIES, INC.

BD
CRD#: 31222
Past

December 10, 1996 - July 7, 1997

HUDSON KNIGHT SECURITIES, INC.

BD
CRD#: 31222
Past

July 27, 1993 - July 22, 1996

PRYOR, COUNTS & CO., INC.

BD
CRD#: 11002
PHILADELPHIA, PA
Past

August 30, 1990 - May 28, 1993

REINOSO & COMPANY, INCORPORATED

BD
CRD#: 17301
NEW YORK, NY
Past

August 18, 1989 - February 27, 1990

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

June 6, 1988 - July 18, 1989

THOMSON MCKINNON SECURITIES INC.

BD
CRD#: 829
Past

November 8, 1985 - May 4, 1988

MATTHEWS & WRIGHT CAPITAL, INC.

BD
CRD#: 10939
Past

February 11, 1976 - May 2, 1988

MATTHEWS & WRIGHT, INC.

BD
CRD#: 7025

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/2/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BH
BROOKS, HOUGHTON SECURITIES, INC.
BROOKS, HOUGHTON SECURITIES, INC. | PCA SECURITIES, INC.

CRD#: 27514 / SEC#: , 8-43850

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
111 N. Orange Ave Suite 1000, Orlando, FL 32801
Mailing Address
111 N. Orange Ave Suite 1000, Orlando, FL 32801
Phone number
(407) 254-1500
Established
New York since 08/07/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
PECUNIA MANAGEMENT, LLCOWNER
LAMPMAN, MATTHEW EDWARDPRESIDENT, CHIEF OPERATING OFFICER6132493
WEINBERGER, DAVID SPRINCIPAL FINOP2676116
WEISS, RICHARDCHIEF COMPLIANCE OFFICER2523174

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


BROOKS, HOUGHTON SECURITIES, INC.

CRD#: 27514

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