Charles Schlegel, financial advisor Sunbury PA

Charles Schlegel

CRD Number: 3075353
Current Firm: Cetera Advisor Networks LLC

Charles Schlegel (CRD# 3075353) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Sunbury, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 8
Tower Square Securities, Inc. Northumberland, PA Jun 1998 - Aug 2013 15
Pfeiffer Naginey Insurance, Inc. Northumberland, PA Feb 1989 - Dec 2012 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Charles E. Schlegel
Phone Number: 310-326-3100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    50,296
    MILLIONS
  • Total Number of Accounts
    174,993
    ACCOUNTS
  • Average Account Value
    $287,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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