Charles George (CRD# 7852505) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crowdstreet Inc. | Austin, TX | Sep 2021 - Current | 2 |
| Crowdstreet Advisors, LLC | Austin, TX | Sep 2021 - Current | 2 |
| Unemployed | Lake Forest, IL | Mar 2021 - Aug 2021 | < 1 |
| Harrison Street Real Estate Capital | Chicago, IL | May 2017 - Feb 2021 | 3 |
| Rreef America (deutche Bank) | Chicago, IL | Jan 2004 - May 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- AZ
- CA
- CO
- FL
- IL
- LA
- MN
- NE
- NV
- NH
- NJ
- NY
- OR
- TX
- UT
- VA
- WA
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Total Assets Under Management509MILLIONS
-
Total Number of Accounts220ACCOUNTS
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Average Account Value$2,311,702
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, IL, LA, MN, NE, NH, NJ, NV, NY, OR, TX, UT, VA, WA
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