Charles Curtis Dodd
Investment adviser representative at 1900 Wealth
14 yearsExperience
1 stateRegistered in
$3.1BFirm assets
11 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- 1900 WealthDec 2025 to now
- 1900 Wealth ManagementJun 2025 to now
- Northwestern Mutual Investment Services LLCOct 2022 to Mar 2025
- Steve MiuraJun 2022 to Mar 2025
- ExpansiveNov 2021 to Jul 2022
- Whole FoodsJun 2021 to Nov 2021
- Radian GroupJun 2020 to Jun 2021
- Mary StadelmanAug 2018 to Nov 2019
- Linsly School and Robert Morris UniversityAug 2012 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
1900 Wealth
Legal name: 1900 Wealth Management LLC
$3.1BAssets managed
496Clients
18Advisers
11 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
- 7008653
- Firm CRD
- 175346