Unclaimed Profile

Charles Coleman King

1919 INVESTMENT COUNSEL, LLC·BALTIMORE, Maryland

Series 3, Series 7, Series 63, Series 65Clean record25 years registered1919 INVESTMENT COUNSEL, LLC

ONE SOUTH STREET, BALTIMORE, MD 21202CRD# 1360425Firm CRD# 133370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Coleman King · BALTIMORE, MD

Registration

CRD #1360425 · 1919 INVESTMENT COUNSEL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

1919 INVESTMENT COUNSEL, LLC

Jan 2005 – present

DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.

Feb 2001 – Feb 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · February 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1919 INVESTMENT COUNSEL, LLC

CRD 133370 · SEC 801-63656

AUM

$21.3B

Regulatory assets under management

Employees

136

5,142 client accounts

Services offered by 1919 INVESTMENT COUNSEL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at 1919 INVESTMENT COUNSEL, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Coleman King offer?

Charles Coleman King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Charles Coleman King's credentials?

Charles Coleman King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Coleman King located?

Charles Coleman King is based in BALTIMORE, Maryland, working with 1919 INVESTMENT COUNSEL, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Charles Coleman King charge for services?

Charles Coleman King's firm is compensated through percentage of aum, subscription fees, other: asset-based fees for nondiscretionary model advice. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1919 INVESTMENT COUNSEL, LLC?

1919 INVESTMENT COUNSEL, LLC has approximately 136 employees and manages $21.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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