AdvisorOS Directory
Claim Profile
Unclaimed Profile
CR

Charles Frederick Radtke

MERCATOR ASSET MANAGEMENT LP·BOCA RATON, Florida
Series 7, Series 63, Series 65Clean record8 years registeredMERCATOR ASSET MANAGEMENT LP
5200 TOWN CENTER CIRCLE, BOCA RATON, FL 33486-1018CRD# 2678269Firm CRD# 107332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Frederick Radtke · BOCA RATON, FL
Registration
CRD #2678269 · MERCATOR ASSET MANAGEMENT LP · 8 years registered
Brand Profile
Not yet started
01

Career History

ALTA CAPITAL MANAGEMENT LLC
Aug 2024 – present
BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC
Aug 2017 – Oct 2018
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 17, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERCATOR ASSET MANAGEMENT LP
CRD 107332 · SEC 801-50347
AUM
$1.7B
Regulatory assets under management
Employees
14
8 client accounts
Services offered by MERCATOR ASSET MANAGEMENT LP
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at MERCATOR ASSET MANAGEMENT LP →
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Frederick Radtke offer?
Charles Frederick Radtke specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.
What are Charles Frederick Radtke's credentials?
Charles Frederick Radtke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Frederick Radtke located?
Charles Frederick Radtke is based in BOCA RATON, Florida, working with MERCATOR ASSET MANAGEMENT LP. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Charles Frederick Radtke charge for services?
Charles Frederick Radtke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCATOR ASSET MANAGEMENT LP?
MERCATOR ASSET MANAGEMENT LP has approximately 14 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MERCATOR ASSET MANAGEMENT LP

Robert Mazuelos
BOCA RATON, FL

More Advisors in BOCA RATON, Florida

Steven Craig Jacobs
SUMMIT FINANCIAL GROUP INC·BOCA RATON, FL
Jeffrey Wayne Cimbal
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Sean Michael Leder
TSL INVESTMENT MANAGEMENT, LLC·BOCA RATON, FL
Joseph Luis Turnes
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Patrick Lee Baird
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.·BOCA RATON, FL
Richard Wayne Slavik
BRIDGE LINE ADVISORS LLC·BOCA RATON, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile