Charles Olin Mahaffey
Investment adviser representative at Franklin Street Advisors Inc.
16 yearsExperience
2 statesRegistered in
$4.5BFirm assets
35 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Franklin Street Advisors Inc.Nov 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Franklin Street Advisors Inc.
Legal name: Franklin Street Advisors, Inc.
$4.5BAssets managed
413Clients
15Advisers
35 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
- 5731782
- Firm CRD
- 106275