Charles T. Angle
Professional summary
Charles Thomson Angle, CFP®, who also goes by Charles Angle, is a registered financial advisor currently at ROSENBLUM SILVERMAN SUTTON SF INC located in San Francisco, California.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Charles has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Thomson Angle's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
December 11, 2024 - Present
ROSENBLUM SILVERMAN SUTTON SF INC
Office #1: 1388 Sutter St Ste 725, San Francisco, CA 94109October 30, 2023 - August 13, 2024
CERITY PARTNERS LLC
July 18, 2018 - September 28, 2023
SUMMITRY, LLC
March 14, 2014 - August 23, 2017
BANCWEST INVESTMENT SERVICES, INC.
December 20, 2013 - August 23, 2017
BANCWEST INVESTMENT SERVICES, INC.
February 21, 2013 - January 15, 2014
CHARLES SCHWAB & CO., INC.
August 14, 2012 - February 28, 2013
EAST / WEST SECURITIES CORP.
Primary Firm SEC Registration
ROSENBLUM SILVERMAN SUTTON SF INC
CRD#: 105774 / SEC#: 801-21730
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/11/2024)
Exams
Current Firm
ROSENBLUM SILVERMAN SUTTON SF INC
CRD#: 105774 / SEC#: 801-21730
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 459,502,012 |
Red Flags
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