Charles Cortens Winston
Investment adviser representative at Innovative Asset Advisors Group
12 yearsExperience
2 statesRegistered in
$297.9MFirm assets
1 yearFirm 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
12 years in the industry.
- Innovative Asset Advisors GroupNov 2025 to now
- Circle Advisers Inc.Mar 2014 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Innovative Asset Advisors Group
Legal name: Innovative Asset Advisors Group, LLC
$297.9MAssets managed
373Clients
12Advisers
1 yearIn 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
- 4410794
- Firm CRD
- 336773