Charles ThomasCRD Number: 6021839
Current Firm: Robinson Capital Management, LLC
Charles Thomas (CRD# 6021839) is an Investment Advisor Representative working at Robinson Capital Management, LLC in Grosse Pointe Farms, MI and has over 6 years of experience in the finance industry.
Plante Moran Financial Advisors
Integrated Capital Management
Savings Coach, LLC
|Robinson Capital Management, LLC||Southfield, MI||Jan 2013 - Current||5|
|Telemus Investment Management LLC||Southfield, MI||Jan 2012 - Dec 2012||< 1|
|Telemus Capital Partners LLC||Southfield, MI||Jan 2012 - Dec 2012||< 1|
|Bodman Plc||Detroit, MI||Sep 2010 - Dec 2011||1|
|Giarmarco Mullins & Horton Pc||Troy, MI||Aug 2005 - Sep 2010||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management450MILLIONS
Total Number of Accounts13ACCOUNTS
Average Account Value$34,603,415
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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