Charles M. Manberg
STRATEGICOME GROUP LLC
Peoria, AZ 85382
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CRD#: 5480769
Professional summary
Charles M Manberg, CFP®, who also goes by Chad Manberg, is a registered financial advisor currently at STRATEGIC INCOME GROUP LLC located in Peoria, Arizona.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Charles has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad Manberg
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. CG13 Properties, LLC; investment-related; 12032 W. Candelaria Ct. Sun City, AZ 85373; 100& owner; 06.2020; 5 hours per month, 2.5 hrs during trading per month; purchasing and managing rental properties and other real estate transactions 2. Manberg Capital LLC; investment-related; 12032 W. Candelaria Ct. Sun City, AZ 85373; 100& owner; 06.2020; 5 hours per month, 2.5 hrs during trading per month; purchasing and managing rental properties and other real estate transactions 3. Manberg Holdings, LLC; Investment-related; 12032 W. Candelaria Ct. Sun City, AZ 85373; Real Estate; Owner; Start 06/2020; 5 hours per month; None during trading hours; buying and renting residential and commercial real estate 4. Manberg Investments, LLC; Investment Related; 12032 W. Candelaria Ct. Sun City, AZ 85373; Investing/Holding company; Owner/CEO; Start 06/2020; 10 hours per month; None during trading; Holding company to pass through income from SIG
CRS (Client Relationship Summary) - RIA
Click below to view Charles M Manberg's 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®
Start date: 2018
Experience
Current
January 16, 2014 - Present
STRATEGIC INCOME GROUP LLC
Office #1: 20542 N. Lake Pleasant Rd #119, Peoria, AZ 85382RIA
CRD#: 165839
Peoria, AZ
Past
December 11, 2008 - November 21, 2013
EDWARD JONES
RIA
CRD#: 250
SUN CITY WEST, AZ
Past
October 30, 2008 - November 21, 2013
EDWARD JONES
BD
CRD#: 250
SUN CITY WEST, AZ
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".
SI
STRATEGIC INCOME GROUP LLC
STRATEGIC INCOME GROUP LLC
CRD#: 165839 / SEC#: 801-108752
RIA
Registered Investment Advisory firm - (12/12/2016 Approved)Arizona
Registered Investment Advisory firm - (12/23/2016 Terminated)California
Registered Investment Advisory firm - (1/22/2017 Terminated)Colorado
Registered Investment Advisory firm - (12/30/2016 Terminated)Texas
Registered Investment Advisory firm - (12/23/2016 Terminated)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
Arizona(2/4/2014)
IAR
California(1/16/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SI
STRATEGIC INCOME GROUP LLC
STRATEGIC INCOME GROUP LLC
CRD#: 165839 / SEC#: 801-108752
RIA
Registered Investment Advisory firm - (12/12/2016 Approved)Arizona
Registered Investment Advisory firm - (12/23/2016 Terminated)California
Registered Investment Advisory firm - (1/22/2017 Terminated)Colorado
Registered Investment Advisory firm - (12/30/2016 Terminated)Texas
Registered Investment Advisory firm - (12/23/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2330 W. Ray Road Suite 3, Chandler, AZ 85224
Mailing Address
Phone number
(480) 466-7070
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,165 |
| AUM (Assets Under Management) | $ 354,914,578 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2024 | ||
| 01/24/2024 | ||
| 10/26/2022 |
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.
