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CW

Charles M. Waddell

FAIRCOURT PARTNERS
Chicago, IL 60601
Some features on this profile are disabled
CRD#: 5268768
CW

Professional summary

Charles Moran Waddell is a registered financial advisor currently at FAIRCOURT PARTNERS, LLC located in Chicago, Illinois.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charles has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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 Moran Waddell'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

April 27, 2018 - Present

FAIRCOURT PARTNERS, LLC

Office #1: 1 East Wacker Drive Suite 2505, Chicago, IL 60601
RIA
CRD#: 295508
Chicago, IL
Past

July 1, 2014 - October 22, 2019

FOREST CAPITAL MANAGEMENT, LLC

RIA
CRD#: 171659
CHICAGO, IL

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".
FP
FAIRCOURT PARTNERS, LLC
FAIRCOURT PARTNERS, LLC

CRD#: 295508 / SEC#: 801-112970

RIA
Registered Investment Advisory firm - (4/27/2018 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
Illinois
(4/27/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/13/2014
Uniform Investment Adviser Law Examination

Current Firm

FP
FAIRCOURT PARTNERS, LLC
FAIRCOURT PARTNERS, LLC

CRD#: 295508 / SEC#: 801-112970

RIA
Registered Investment Advisory firm - (4/27/2018 Approved)
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Contact information

Main Address
10 E. Scranton Ave Suite 203b, Lake Bluff, IL 60044
Mailing Address
Phone number
(312) 819-5010
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INITIAL ADV (4/2/2025)

Regulatory assets under management

Total Number of Accounts85
AUM (Assets Under Management)$ 2,446,544,975

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

FAIRCOURT PARTNERS, LLC

CRD#: 295508Chicago, IL 60601

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