Charles Thomas York
Investment adviser representative at United Capital Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$24.6BFirm assets
Are you Charles Thomas York? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- United Capital Financial Advisors, LLCJun 2022 to now
- Bnym Securities CorporationJan 2019 to Jun 2022
- BNY MellonMay 2017 to Jun 2022
- Bessemer Investor Services, Inc.Dec 2014 to Mar 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 4901076
- Firm CRD
- 134600