Geoffrey C. Sirhal

CHARMARLINE WEALTH MANAGEMENT

CARY, NC

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CRD#: 5123832

Professional summary

Geoffrey Collagan Sirhal, who also goes by Geoffrey C Sirhal, Geoff Sirhal, is a registered financial advisor currently at CHARMARLINE WEALTH MANAGEMENT located in Cary, North Carolina.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Geoffrey has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoffrey C Sirhal | Geoff Sirhal

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. Charmarline Capital Partners; Investment-Related; Same as Reported Business Location; Rental Properties ; Owner; August 11, 2021; Approx. 2 hours per month; Oversee rental properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Collagan Sirhal'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

September 4, 2025 - Present

CHARMARLINE WEALTH MANAGEMENT

RIA

CRD#: 336719

CARY, NC

Past

March 13, 2025 - October 6, 2025

CHARMARLINE WEALTH MANAGEMENT LLC

RIA

CRD#: 152697

LYNCHBURG, VA

Past

August 29, 2013 - February 11, 2025

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA

CRD#: 107105

NEW YORK, NY

Past

September 29, 2006 - February 11, 2025

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

CHICAGO, IL

Past

June 5, 2006 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

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".

CHARMARLINE WEALTH MANAGEMENT

CHARMARLINE WEALTH MANAGEMENT | CHARMARLINE WEALTH MANAGEMENT LLC

CRD#: 336719 / SEC#: 801-133722

RIA

Registered Investment Advisory firm - (4/21/2025 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

North Carolina
(9/4/2025)

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 65

Date: 8/29/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2006

General Securities Representative Examination

Current Firm

CHARMARLINE WEALTH MANAGEMENT

CHARMARLINE WEALTH MANAGEMENT | CHARMARLINE WEALTH MANAGEMENT LLC

CRD#: 336719 / SEC#: 801-133722

RIA

Registered Investment Advisory firm - (4/21/2025 Approved)

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Contact information

Main Address

3831 Old Forest Rd Suite 6, Lynchburg, VA 24501

Mailing Address

Phone number

(434) 455-3036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHARMARLINE ADV2A (5/21/2025)

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 111,851,095

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

Geoffrey C. Sirhal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Collagan Sirhal's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARMARLINE WEALTH MANAGEMENT LLC

BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK INVESTMENTS, LLC

FAM DISTRIBUTORS, INC.

Primary Firm SEC Registration

CHARMARLINE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2013

Series 66

Date: 9/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 6/2/2006

Current Firm

CHARMARLINE WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHARMARLINE WEALTH MANAGEMENT

TRUST BUT VERIFY

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