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CB

Charles R. Buckland

OLD NORTH STATE WEALTH MANAGEMENT
WILMINGTON, NC 28403
Some features on this profile are disabled
CRD#: 6313926
CB

Professional summary

Charles Reginald Buckland is a registered financial advisor currently at OLD NORTH STATE WEALTH MANAGEMENT, LLC located in Wilmington, North Carolina.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Charles has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.) Knott, Richartz & Co; Not Investment Related; Wilmington, NC; CPA; Approximately 40 hours/month devoted to these activities with the majority of time during select months per year

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Reginald Buckland'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®
None

Experience

Current

March 25, 2014 - Present

OLD NORTH STATE WEALTH MANAGEMENT, LLC

Office #1: 1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
RIA
CRD#: 148659
WILMINGTON, NC

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".
ON
OLD NORTH STATE WEALTH MANAGEMENT, LLC
OLD NORTH STATE WEALTH MANAGEMENT | OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659 / SEC#: 801-69690

RIA
Registered Investment Advisory firm - (10/24/2008 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
North Carolina
(3/25/2014)

Exams

Current Firm

ON
OLD NORTH STATE WEALTH MANAGEMENT, LLC
OLD NORTH STATE WEALTH MANAGEMENT | OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659 / SEC#: 801-69690

RIA
Registered Investment Advisory firm - (10/24/2008 Approved)
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Contact information

Main Address
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
Mailing Address
Phone number
(910) 509-3800
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OLD NORTH STATE WEALTH MANAGEMENT BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,062
AUM (Assets Under Management)$ 384,507,909

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.

Company Information

OLD NORTH STATE WEALTH MANAGEMENT, LLC

CRD#: 148659Wilmington, NC 28403

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