Charles Gubler
Investment adviser representative at Flagship Capital Management Inc
12 yearsExperience
1 stateRegistered in
$199.9MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Flagship Capital Management IncJun 2024 to now
- Sei Investment CompanySep 2022 to Jun 2024
- James Madison UniversityAug 2018 to Jun 2022
- Luray High SchoolJun 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Flagship Capital Management Inc
$199.9MAssets managed
176Clients
3Advisers
6 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
- 7954843
- Firm CRD
- 108354