TrueAdvisor
TrueAdvisor
CP
CP

Charles John Paviolitis

Macquarie Investment Management Business Trust
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Macquarie Investment Management Business Trust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only

Location

610 Market Street, L7, Philadelphia, PA, 19106

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 10 mos
Delaware Distributors, L.P.
January 2010 - Present · 16 yrs 1 mo
Delaware Distributors, L.P.Broker
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
Delaware Capital Management Advisers, INC
July 2010 - April 2020 · 9 yrs 9 mos
Lincoln Financial Distributors, INC.
March 2007 - December 2009 · 2 yrs 9 mos
Lincoln Financial Distributors, INC.Broker
August 2006 - December 2009 · 3 yrs 4 mos
Tower Square Securities, INC.Broker
September 2003 - April 2005 · 1 yr 7 mos
Planco Financial Services, INC.Broker
June 2002 - July 2003 · 1 yr 1 mo
Nike Securities L.P.Broker
August 1997 - May 2002 · 4 yrs 9 mos
State Registrations3 states
ALFLPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.