Charles R. Ambroselli

LCP INSTITUTIONAL

Alpharetta, GA

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CRD#: 5288928

Professional summary

Charles Richard Ambroselli, CFP®, who also goes by Charles Ambroselli, Charlie Ambroselli, is a registered financial advisor currently at LCP INSTITUTIONAL, LLC located in Alpharetta, Georgia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Charles has worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Ambroselli | Charlie Ambroselli

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 Richard Ambroselli'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®

CFP^®

CRD#: 35747

ATLANTA, GA

Past

November 21, 2016 - March 12, 2021

BENEDETTI, GUCER & ASSOCIATES

RIA

CRD#: 166911

ATLANTA, GA

Past

December 21, 2010 - March 2, 2016

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

ROSWELL, GA

Past

April 26, 2007 - January 28, 2010

EDWARD JONES

RIA

CRD#: 250

SMYRNA, GA

Past

March 29, 2007 - January 28, 2010

EDWARD JONES

CRD#: 250

SMYRNA, GA

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".

LCP INSTITUTIONAL, LLC

CRD#: 325133 / SEC#: 801-127386

RIA

Registered Investment Advisory firm - (3/15/2023 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

Georgia
(2/16/2026)

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

Series 63

Date: 3/2/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/12/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/12/2017

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 3/28/2007

General Securities Representative Examination

Current Firm

LCP INSTITUTIONAL, LLC

CRD#: 325133 / SEC#: 801-127386

RIA

Registered Investment Advisory firm - (3/15/2023 Approved)

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Contact information

Main Address

The Arts Center Tower 1270 West Peachtree Street, Suite 3, Atlanta, GA 30309

Mailing Address

Phone number

(470) 326-7920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LCP INSTITUTIONAL, LLCP FIRM BROCHURE REVISED 3.20.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	448
AUM (Assets Under Management)	$ 2,017,279,733

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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Firm Stability Insights

Charles R. Ambroselli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Richard Ambroselli's CRS (Customer Relationship Summary).

Certified licenses

Experience

LCP INSTITUTIONAL, LLC

MERIT FINANCIAL ADVISORS

PATTON ALBERTSON MILLER GROUP, LLC

1776 WEALTH LLC

PURSHE KAPLAN STERLING INVESTMENTS

BENEDETTI, GUCER & ASSOCIATES

RONALD BLUE & CO., LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

LCP INSTITUTIONAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/2/2017

Series 66

Date: 4/12/2007

SIE

Date: 10/1/2018

Series 6

Date: 1/12/2017

Series 7

Date: 3/28/2007

Current Firm

LCP INSTITUTIONAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LCP INSTITUTIONAL, LLC

TRUST BUT VERIFY

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