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Charles Michael Tiblier II

Charles M. Tiblier

STOKES FAMILY OFFICE LLC
New Orleans, LA 70163
Some features on this profile are disabled
CRD#: 7009292
Charles Michael Tiblier II

Professional summary

Charles Michael Tiblier II, CFP®, who also goes by Charles Michael Tiblier III, Charles Tiblier, Charlie Tiblier, is a registered financial advisor currently at STOKES FAMILY OFFICE LLC located in New Orleans, Louisiana.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Charles has worked at 2 firms and has passed the Series 66, Series 7TO, Series 79TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Charles Michael Tiblier Iii | Charles Tiblier | Charlie Tiblier

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.
STOKES ASSET MANAGEMENT, LLC INVESTMENT-RELATED 1100 POYDRAS ST, SUITE 2775, NEW ORLEANS, LA 70163 REGISTERED INVESTMENT ADVISER CHIEF COMPLIANCE OFFICER MAY 25, 2022 0-5 HOURS PER MONTH 0-5 HOURS DURING TRADING HOURS COMPLIANCE FUNCTIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Michael Tiblier II'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

October 20, 2021 - Present

STOKES FAMILY OFFICE LLC

Office #1: 1100 Poydras St Ste. 2775, New Orleans, LA 70163
RIA
CRD#: 300899
New Orleans, LA
Past

April 1, 2019 - September 28, 2021

HANCOCK WHITNEY INVESTMENT SERVICES INC.

RIA
CRD#: 40637
NEW ORLEANS, LA
Past

December 7, 2018 - September 28, 2021

HANCOCK WHITNEY INVESTMENT SERVICES INC.

BD
CRD#: 40637
NEW ORLEANS, LA

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".
SF
STOKES FAMILY OFFICE LLC
STOKES FAMILY OFFICE LLC | STOKES INVESTMENT PARTNERS, LLC | STOKES INSTITUTIONAL

CRD#: 300899 / SEC#: 801-115261

RIA
Registered Investment Advisory firm - (5/13/2019 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
Louisiana
(10/20/2021)
IAR
Texas
(10/20/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/29/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/13/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/13/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/13/2024
General Securities Principal Examination

Current Firm

SF
STOKES FAMILY OFFICE LLC
STOKES FAMILY OFFICE LLC | STOKES INVESTMENT PARTNERS, LLC | STOKES INSTITUTIONAL

CRD#: 300899 / SEC#: 801-115261

RIA
Registered Investment Advisory firm - (5/13/2019 Approved)
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Contact information

Main Address
1100 Poydras St Ste. 2775, New Orleans, LA 70163
Mailing Address
Phone number
(504) 399-4100
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (11 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

2025-10-20 STOKES FAMILY OFFICE FORM ADV PART 2A (10/20/2025)

Regulatory assets under management

Total Number of Accounts2,052
AUM (Assets Under Management)$ 2,475,148,256

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

STOKES FAMILY OFFICE LLC

CRD#: 300899New Orleans, LA 70163

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