Charles E. Reagle

GREY LEDGE ADVISORS

GUILFORD, CT 06437

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CRD#: 6779245

Professional summary

Charles Edward Reagle, who also goes by Charles T Reagle, is a registered financial advisor currently at GREY LEDGE ADVISORS, LLC located in Guilford, Connecticut.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Charles has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles T Reagle

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.

SOUTHERN CONNECTICUT STATE UNIVERSITY - NEW HAVEN, CT - NOT INVESTMENT RELATED - NATURE OF BUSINESS: TEACHING - POSITION/TITLE: ADJUNCT LECTURER - START: 09/2016 - HOURS/MONTH DEVOTED: 32, ZERO HOURS DURING TRADING HOURS - DUTIES: TEACH UNDERGRADUATE MARKETING COURSE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edward Reagle'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

November 26, 2019 - Present

GREY LEDGE ADVISORS, LLC

Office #1: One Park Street, Guilford, CT 06437

RIA

CRD#: 124867

GUILFORD, CT

Past

April 26, 2017 - November 19, 2019

DIASTOLE WEALTH MANAGEMENT

RIA

CRD#: 111604

GUILFORD, CT

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".

GREY LEDGE ADVISORS, LLC

CRD#: 124867 / SEC#: 801-61932

RIA

Registered Investment Advisory firm - (3/27/2003 Approved)

Connecticut

Registered Investment Advisory firm - (3/27/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Connecticut
(11/26/2019)

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 65

Date: 4/26/2017

Uniform Investment Adviser Law Examination

Current Firm

GREY LEDGE ADVISORS, LLC

CRD#: 124867 / SEC#: 801-61932

RIA

Registered Investment Advisory firm - (3/27/2003 Approved)

Connecticut

Registered Investment Advisory firm - (3/27/2003 Terminated)

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Contact information

Main Address

One Park Street, Guilford, CT 06437

Mailing Address

Phone number

(203) 453-9075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/24/2025)

Regulatory assets under management

Total Number of Accounts	1,479
AUM (Assets Under Management)	$ 540,432,340

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.

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Charles E. Reagle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Edward Reagle's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREY LEDGE ADVISORS, LLC

DIASTOLE WEALTH MANAGEMENT

Primary Firm SEC Registration

GREY LEDGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2017

Current Firm

GREY LEDGE ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREY LEDGE ADVISORS, LLC

TRUST BUT VERIFY

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