Charles Stalter
Charles Stalter is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newark, DE, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
900 Prides Crossing, Newark, DE, 19713
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an agent/broker for fixed insurance sales, dedicating a few hours per week. He also serves on the advisory board for NAIFA Delaware, is a partner in a rental property LLC, and holds leadership positions in two non-profit organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations22 states
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