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Celeste Robinson Beale

CHARLES D. HYMAN & COMPANY·PONTE VEDRA BEACH, Florida
Series 2Clean record27 years registeredCHARLES D. HYMAN & COMPANY
224 PONTE VEDRA PARK DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 1311188Firm CRD# 105923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Celeste Robinson Beale · PONTE VEDRA BEACH, FL
Registration
CRD #1311188 · CHARLES D. HYMAN & COMPANY · 27 years registered
Brand Profile
Not yet started
01

Career History

Nov 2024present
Aug 1999Nov 2024
PONTE VEDRA BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 2
Registration record
First registered · August 9, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARLES D. HYMAN & COMPANY
CRD 105923 · SEC 801-38841
AUM
$2.2B
Regulatory assets under management
Employees
5
1,054 client accounts
Services offered by CHARLES D. HYMAN & COMPANY
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Celeste Robinson Beale offer?
Celeste Robinson Beale specializes in Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Celeste Robinson Beale's credentials?
Celeste Robinson Beale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Celeste Robinson Beale located?
Celeste Robinson Beale is based in PONTE VEDRA BEACH, Florida, working with CHARLES D. HYMAN & COMPANY. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Celeste Robinson Beale charge for services?
Celeste Robinson Beale's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLES D. HYMAN & COMPANY?
CHARLES D. HYMAN & COMPANY has approximately 5 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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