Charles Joseph Reichelt
Investment adviser representative at Founders Financial Securities, LLC
20 yearsExperience
1 stateRegistered in
$4.1BFirm assets
20 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Founders Financial Securities LLCFeb 2025 to now
- UnemployedAug 2024 to Feb 2025
- John HancockFeb 2006 to Aug 2024
- John Hancock Distributors LLCFeb 2006 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Founders Financial Securities, LLC
$4.1BAssets managed
9,870Clients
117Advisers
20 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
- 2973362
- Firm CRD
- 137945