Charles Achoa
Investment adviser representative at Proxy Wealth Advisors LLC
10 yearsExperience
3 statesRegistered in
$83.3MFirm assets
3 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
10 years in the industry.
- Proxy Wealth Advisors LLCJul 2026 to now
- UnemployedOct 2025 to Jun 2026
- XP Investments Us, LLCJun 2025 to Oct 2025
- Edgewater MarketsSep 2022 to Jun 2025
- Banco VoiterApr 2022 to Aug 2022
- Venture Capital / Private EquityAug 2019 to Apr 2022
- Cim Securities, LLCAug 2018 to Jul 2019
- UnemployedJul 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Proxy Wealth Advisors LLC
$83.3MAssets managed
614Clients
12Advisers
3 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
- 2450021
- Firm CRD
- 298080