Charles Posnecker is a CFA, CFP-designated registered investment advisor, based in Philadelphia, PA, with 7 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Location
1818 Market Street, 22nd Floor, Philadelphia, PA, 19103
Get directionsHistory
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 Activities
Charles is a director and treasurer for GBC Portfolio Management, Inc. and director, president/secretary for Lone Star Investment Sub-Nevada, Inc., both investment holding companies. He also serves on the investment committee and as a board member for Delaware Community Foundation and Spotlight Delaware, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Bryn Mawr Trust Advisors, LLC
Previous Registrations
Cypress Capital Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.