Charlie GaoCRD Number: 6086664
Current Firm: Night Owl Capital Management, LLC
Charlie Gao (CRD# 6086664) is an Investment Advisor Representative working at Night Owl Capital Management, LLC in Greenwich, CT and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
|Night Owl Capital Management, LLC||Greenwich, CT||May 2014 - Current||4|
|Blackstone||New, NY||Jun 2013 - Apr 2014||< 1|
|Student||Allentown, PA||Jun 2003 - Jun 2013||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management616MILLIONS
Total Number of Accounts251ACCOUNTS
Average Account Value$2,454,593
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NJ, NY, PA, TX, WI
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