Charles Collins Sommer
Investment adviser representative at United Capital Financial Advisors
12 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- United Capital Financial Advisors, LLCMay 2025 to now
- A Runner's MindAug 2025 to Nov 2025
- ArdianJun 2024 to Sep 2024
- Fleet FeetMay 2023 to Mar 2025
- University of California, DavisSep 2021 to Mar 2025
- Montage InternationalJun 2021 to Sep 2022
- Healdsburg Running CompanyAug 2017 to Aug 2021
- High SchoolAug 2017 to Jun 2021
- Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 8180846
- Firm CRD
- 134600