Charles C. Stennett
Professional summary
Charles Christopher Stennett, CFP®, who also goes by Charles C Steanett, Charles C Stennett, is a registered financial advisor currently at SAVVY located in Tampa, Florida.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Charles has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Christopher Stennett's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
September 4, 2025 - Present
SAVVY
April 10, 2018 - July 9, 2025
SALTMARSH FINANCIAL ADVISORS, LLC
January 12, 2016 - January 25, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 8, 2016 - January 25, 2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
April 4, 2013 - November 5, 2015
USAA FINANCIAL PLANNING SERVICES
March 21, 2013 - November 5, 2015
USAA FINANCIAL ADVISORS, INC.
September 14, 2012 - February 22, 2013
T. ROWE PRICE ADVISORY SERVICES, INC.
October 22, 2010 - February 22, 2013
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
SAVVY
CRD#: 318493 / SEC#: 801-123656
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2025)
(9/4/2025)
Exams
Current Firm
SAVVY
CRD#: 318493 / SEC#: 801-123656
Contact information
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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