Sina Mary Nowak
Investment adviser representative at Charter Advisory Corporation
11 yearsExperience
1 stateRegistered in
$333.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Charter Advisory CorporationMar 2016 to now
- LPL Financial LLCJun 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (IN).
Charter Advisory Corporation
Legal name: Financial Consultants & Advisory Corporation
$333.1MAssets managed
593Clients
14Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2135748
- Firm CRD
- 113390