Chasity Charles is a registered investment advisor, based in Charlotte, NC, with 15 years of industry experience.
Location
1030 Admiral Nelson Ct Charlotte, Charlotte, NC, 28262
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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.
Learn about disclosures →Employment History
Current Registrations
Vanguard Advisers, INC.
September 2025 - Present · 8 mos
Vanguard Marketing CorporationBroker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2013 - November 2024 · 11 yrs 2 mos
Wells Fargo Advisors
August 2013 - November 2024 · 11 yrs 3 mos
Wells Fargo Advisors, LLC
July 2009 - August 2011 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2007 - August 2011 · 3 yrs 10 mos
State Registrations3 states
NCSCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.