Charles R. Armstrong

D2 CAPITAL MANAGEMENT

Jacksonville, FL 32207

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CRD#: 5708101

Professional summary

Charles Robert Armstrong, who also goes by Charles Armstrong, is a registered financial advisor currently at D2 CAPITAL MANAGEMENT located in Jacksonville, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Charles has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Armstrong

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 Robert Armstrong'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®

None

Experience

Current

May 22, 2012 - Present

D2 CAPITAL MANAGEMENT

Office #1: 1301 Riverplace Blvd Suite 800, Jacksonville, FL 32207

RIA

CRD#: 156362

Jacksonville, FL

Past

February 5, 2010 - April 4, 2012

NEW ENGLAND SECURITIES

RIA

CRD#: 615

JACKSONVILLE, FL

Past

January 27, 2010 - April 4, 2012

NEW ENGLAND SECURITIES

CRD#: 615

JACKSONVILLE, FL

Past

January 4, 2010 - January 8, 2010

WADDELL & REED

RIA

CRD#: 866

JACKSONVILLE, FL

Past

December 4, 2009 - January 8, 2010

WADDELL & REED

CRD#: 866

JACKSONVILLE, FL

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

Florida
(5/22/2012)

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 66

Date: 12/31/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/3/2009

General Securities Representative Examination

Current Firm

D2 CAPITAL MANAGEMENT

D2 CAPITAL MANAGEMENT | D2 CAPITAL MANAGEMENT, LLC

CRD#: 156362 / SEC#:

Florida

Registered Investment Advisory firm - (3/21/2011 Approved)

Georgia

Registered Investment Advisory firm - (2/15/2012 Approved)

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Contact information

Main Address

1301 Riverplace Blvd Suite 800, Jacksonville, FL 32207

Mailing Address

Phone number

(904) 248-9871

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	92
AUM (Assets Under Management)	$ 22,305,376

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Charles R. Armstrong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Robert Armstrong's CRS (Customer Relationship Summary).

Certified licenses

Experience

D2 CAPITAL MANAGEMENT

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/31/2009

Series 7

Date: 12/3/2009

Current Firm

D2 CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

D2 CAPITAL MANAGEMENT

TRUST BUT VERIFY

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