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Charles Edwin Chandler Iii

ONE AMHERST PARTNERS
BIRMINGHAM, MI
·CRD# 874140·47 years experience

Professional Summary

Charles Edwin Chandler III, who also goes by Charles Edwin Chandler, is a registered financial advisor currently at ONE AMHERST PARTNERS, LLC located in Birmingham, Michigan. Charles is registered as a RR (Registered Representative) and started their career in finance in 1979. Charles has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Charles Edwin Chandler

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

47 years in the financial services industry

Current & Past Employments

ONE AMHERST PARTNERS, LLC·CRD# 152359
BD
1. 255 East Brown Street Suite 120, Birmingham, MI 480092. 255 East Brown Street, Suite 120, Birmingham, MI 48009
November 30, 2010 - Present
KEYBANC CAPITAL MARKETS INC.·CRD# 566
BD
Cleveland, OH
May 31, 1994 - October 13, 1995
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Cincinnati, OH
November 23, 1979 - May 18, 1994

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Current Firm

OA
ONE AMHERST PARTNERS, LLC

ONE AMHERST PARTNERS, L.L.C. | ONE AMHERST PARTNERS, LLC

CRD#: 152359 / SEC#: 8-68445
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

255 East Brown Street, Suite 120, Birmingham, MI 48009

Mailing Address

255 East Brown Street, Suite 120, Birmingham, MI 48009

Phone Number

(248) 642-5660

Established

Michigan since 01/16/2003

Firm Type

Limited Liability Company

Fiscal Year End

March

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMHERST PARTNERS, LLCOWNER—
CHANDLER, CHARLES EDWIN IIICEO/CCO/PRESIDENT874140
LUCIANI, DONALD RICHARDAMLCO/CFO/FINOP4362914

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Michigan
(12/10/2010)
RR
Ohio
(8/16/2012)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2010About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Mar 2010About the Series 79 exam

Series 7 — General Securities Representative Examination

Passed Nov 1979About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2010About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Charles Edwin Chandler III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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