Charles M. Feehely

VALOR WEALTH PARTNERS

Wendell, NC

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CRD#: 7729916

Professional summary

Charles Michael Feehely Jr, who also goes by Charles M Feehely Jr, Charles M Feehely, Charlie Feehely, is a registered financial advisor currently at VALOR WEALTH PARTNERS located in Wendell, North Carolina.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Charles has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles M Feehely Jr | Charles M Feehely | Charlie Feehely

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.

Charles Michael Financial LLC not investment-related Personal Residence coaching and education Founder and Financial Coach January 2024 8 hours per week 0 hours during trading provide financial coaching and educational services to those who may not be ready for financial planning Blue Moon Falls LLC investment-related 4030 Wake Forest Rd., Ste. 349, Raleigh, NC 27609 single-family home real estate rental Managing Member August 15, 2022 0 hours per month 0 hours during trading perform repairs, collect rental fees, manage professional services U.S. Marshals Service not investment-related 310 New Bern Avenue, Raleigh, NC 27601 federal agency Assistant Chief Deputy October 2004 0 hours per week all hours during trading criminal investigations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Michael Feehely Jr's 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

August 5, 2025 - Present

VALOR WEALTH PARTNERS

RIA

CRD#: 315179

Wendell, NC

Past

September 17, 2024 - August 15, 2025

XYPN INVEST

RIA

CRD#: 285967

Raleigh, NC

Past

May 8, 2023 - September 17, 2024

CHARLES MICHAEL FINANCIAL LLC

RIA

CRD#: 326566

WENDELL, NC

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

District of Columbia
(8/25/2025)

IAR

Florida
(8/25/2025)

IAR

Maryland
(8/5/2025)

IAR

Massachusetts
(8/25/2025)

IAR

New Hampshire
(8/5/2025)

IAR

North Carolina
(8/5/2025)

IAR

South Carolina
(10/28/2025)

IAR

Texas
(8/5/2025)

IAR

Virginia
(8/5/2025)

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: 3/31/2023

Uniform Investment Adviser Law Examination

Current Firm

VALOR WEALTH PARTNERS

VALOR WEALTH PARTNERS | VALOR WEALTH PARTNERS, LLC

CRD#: 315179 / SEC#:

District of Columbia

Registered Investment Advisory firm - (6/2/2022 Approved)

Florida

Registered Investment Advisory firm - (1/4/2024 Approved)

Maryland

Registered Investment Advisory firm - (5/20/2022 Approved)

Massachusetts

Registered Investment Advisory firm - (4/13/2022 Approved)

New Hampshire

Registered Investment Advisory firm - (6/2/2022 Approved)

North Carolina

Registered Investment Advisory firm - (6/11/2025 Approved)

South Carolina

Registered Investment Advisory firm - (10/28/2025 Approved)

Texas

Registered Investment Advisory firm - (4/14/2022 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (6/13/2022 Approved)

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Contact information

Main Address

1200 G St Nw Suite 800, Washington, DC 20005

Mailing Address

Phone number

(617) 648-2700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	269
AUM (Assets Under Management)	$ 45,941,808

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 M. Feehely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Michael Feehely Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALOR WEALTH PARTNERS

XYPN INVEST

CHARLES MICHAEL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2023

Current Firm

VALOR WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALOR WEALTH PARTNERS

TRUST BUT VERIFY

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