Charles Sickles (CRD# 2097390) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Princeton, NJ and has over 14 years of experience in the finance industry.
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
CRD# 1852802
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Asset Management, Inc. | Princeton, NJ | Feb 2017 - Current | 7 |
| Blackrock Investments, LLC | Princeton, NJ | Jul 2015 - Dec 2016 | 1 |
| Blackrock | Princeton, NJ | May 2015 - Dec 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | May 1989 - May 2015 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- NJ
-
Total Assets Under Management3,854MILLIONS
-
Total Number of Accounts1,767ACCOUNTS
-
Average Account Value$2,180,894
- 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 businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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