Charles John Nesmith
Investment adviser representative at Tobias Financial Advisors
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$1.2BFirm 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
10 years in the industry.
- Tobias Financial Advisors, Inc.Feb 2021 to now
- Berman Capital Advisors, LLCNov 2018 to Jan 2021
- AXA Advisors LLCJul 2016 to Nov 2018
- Wealth Partners, Llc/yovar Wealth PartnersJul 2016 to Nov 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Tobias Financial Advisors
Legal name: Tobias Financial Advisors, Inc.
$1.2BAssets managed
383Clients
8Advisers
37 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
- 5954753
- Firm CRD
- 104711