AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GC

George A. Carhart

Some features on this profile are disabled
CRD#: 807336
GC

Professional summary


George Argo Carhart was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

George is a previously registered financial professional and started their career in finance in 1975. Prior to being barred, George had worked at 14 firms, which includes ROBERT TODD FINANCIAL CORP., WESTFIELD FINANCIAL CORPORATION, JOSEPHTHAL & CO. INC., LEHMAN BROTHERS INC., BAILEY MARTIN & APPEL INC., R.C. STAMM & CO. INC., PHILIPS APPEL & WALDEN INC., ROONEY PACE INC., KUHNS BROTHERS & LAIDLAW INC., CRALIN & CO. INC., CIBC WORLD MARKETS CORP., J.P. MORGAN SECURITIES LLC, MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, MERRILL LYNCH PIERCE FENNER & SMITH INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 11, 1994 - February 14, 1995

ROBERT TODD FINANCIAL CORP.

BD
CRD#: 7423
NEW YORK, NY
Past

March 24, 1992 - November 11, 1994

WESTFIELD FINANCIAL CORPORATION

BD
CRD#: 8143
NEW YORK, NY
Past

February 8, 1990 - September 23, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

March 28, 1989 - February 12, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 3, 1988 - February 11, 1989

BAILEY, MARTIN & APPEL, INC.

BD
CRD#: 15833
Past

February 12, 1988 - September 20, 1988

R.C. STAMM & CO., INC.

BD
CRD#: 11105
Past

February 5, 1987 - January 1, 1988

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

October 25, 1985 - June 19, 1986

ROONEY, PACE INC.

BD
CRD#: 6218
Past

April 15, 1985 - October 23, 1985

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

July 12, 1984 - April 8, 1985

CRALIN & CO., INC.

BD
CRD#: 7605
Past

September 10, 1981 - June 15, 1984

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 22, 1981 - September 18, 1981

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

September 26, 1978 - December 21, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 25, 1978 - January 19, 1981

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

April 24, 1975 - September 26, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/20/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/12/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/30/1984
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


RT
ROBERT TODD FINANCIAL CORP.
EDMUNDSON & RUSSELL INVESTMENTS, INC. | ROBERT TODD FINANCIAL CORP. | ROBERT TODD FINANCIAL CORP | MILES SECURITIES, INC.

CRD#: 7423 / SEC#: , 8-21716

BD
Cancelled by SEC on 06/29/1995
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 02/17/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


ROBERT TODD FINANCIAL CORP.

CRD#: 7423

TRUST BUT VERIFY

Monitor George Carhart

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics