Charles A. Steinbrugge
Professional summary
Charles Allen Steinbrugge, who also goes by Chas Steinbrugge, is a registered financial professional currently at AGECROFT PARTNERS, LLC located in Richmond, Virginia.
Charles is registered as a RR (Registered Representative) and started their career in finance in 2024. Charles has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Charles Allen Steinbrugge's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2024 - Present
AGECROFT PARTNERS, LLC
Office #1: 103 Canterbury Road, Richmond, VA 23221-3211State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/9/2024)
(7/8/2024)
Exams
Series 7TO
Date: 7/1/2024
General Securities Representative ExaminationFINRA
Current Firm
AGECROFT PARTNERS, LLC
CRD#: 139227 / SEC#: , 8-67198
Contact information
FINRA licenses (9 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STEINBRUGGE, DONALD ALLEN | MANAGING MEMBER, CCO | |
| STEINBRUGGE, PIA SEXTEN | PASSIVE MEMBER | |
| RIP, OLGA | FINOP, CFO, PFO, POO | 5440553 |
Red Flags
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Company Information
AGECROFT PARTNERS, LLC
CRD#: 139227Richmond, VA 23221-3211TRUST BUT VERIFY
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