Charles Steven Yarnold
Investment adviser representative at Focused Wealth Management, Inc.
20 yearsExperience
3 statesRegistered in
$2.3BFirm assets
15 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
- Pension consulting
Experience
20 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Focused Wealth Management, Inc.Aug 2010 to now
- Various Insurance Carriers for W & R Insurance AgenciesFeb 2006 to now
- Securities America, IncOct 2007 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Focused Wealth Management, Inc.
$2.3BAssets managed
2,333Clients
11Advisers
15 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
- 5052329
- Firm CRD
- 154828