Charles Thomson Angle
Investment adviser representative at Rosenblum Silverman Sutton Sf Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$486.6MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Rosenblum Silverman Sutton, Sf, Inc.Dec 2024 to now
- UnemployedSep 2024 to Nov 2024
- Cerity Partners LLCOct 2023 to Aug 2024
- SummitrySep 2017 to Sep 2023
- Bank of the WestSep 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rosenblum Silverman Sutton Sf Inc
$486.6MAssets managed
159Clients
4Advisers
42 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
- 5751731
- Firm CRD
- 105774