Charles Rey is a registered investment advisor, based in Dallas, TX, with 3 years of industry experience.
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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
Level Four Advisory Services
September 2025 - Present · 8 mos
Level Four Financial, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Key Capital Management, INC.
June 2025 - August 2025 · 2 mos
Corient
October 2024 - November 2024 · 1 mo
Morgan Stanley
January 2022 - August 2024 · 2 yrs 7 mos
Morgan StanleyBroker
August 2021 - August 2024 · 3 yrs
State Registrations22 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.