Charles Alexander Dann
Investment adviser representative at Novare Capital Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Novare Capital Management, LLCJan 2021 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2020
- Fidelity InvestmentsFeb 2014 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Novare Capital Management
$1.9BAssets managed
757Clients
18Advisers
23 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
- 6104755
- Firm CRD
- 117949