Charles Anthony Truhlar
Investment adviser representative at Acrylic Financial, Inc.
26 yearsExperience
7 statesRegistered in
ChFC®, CFP® certificationDesignations
$73.5MFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Brooklight Place Securities, Inc.Nov 2019 to now
- Acrylic Financial, Inc.May 2017 to now
- Brokers AllianceAug 2014 to now
- Charles TruhlarJan 2000 to now
- Interactive Financial AdvisorsMar 2017 to Dec 2018
- Gebhardt Group, Inc.Feb 2017 to Dec 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, FL, IL, MD, NE, TX).
Acrylic Financial, Inc.
$73.5MAssets managed
317Clients
21Advisers
4 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
- 4533534
- Firm CRD
- 288263