Unclaimed Profile

Charles Nguyen

FORTHRIGHT CAPITAL ADVISORY LLC·LAS VEGAS, Nevada

SIE, Series 6TO, Series 26, Series 63, Series 65Clean record5 years registeredFORTHRIGHT CAPITAL ADVISORY LLC

7251 W LAKE MEAD BLVD, STE 300, LAS VEGAS, NV 89128CRD# 6326161Firm CRD# 323596

Profile Verification

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

Identity

Charles Nguyen · LAS VEGAS, NV

Registration

CRD #6326161 · FORTHRIGHT CAPITAL ADVISORY LLC · 5 years registered

Brand Profile

Not yet started

Career History

FORTHRIGHT CAPITAL

Dec 2022 – present

COPPELL ADVISORY SOLUTIONS LLC

Oct 2020 – Jan 2025

Las Vegas, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 26

Series 63

Series 65

Registration record

First registered · October 9, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTHRIGHT CAPITAL ADVISORY LLC

CRD 323596 · SEC 801-128191

AUM

$26M

Regulatory assets under management

Employees

264 client accounts

Services offered by FORTHRIGHT CAPITAL ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTHRIGHT CAPITAL ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Charles Nguyen offer?

Charles Nguyen specializes in Financial Planning, Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Charles Nguyen's credentials?

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

Where is Charles Nguyen located?

Charles Nguyen is based in LAS VEGAS, Nevada, working with FORTHRIGHT CAPITAL ADVISORY LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Charles Nguyen charge for services?

Charles Nguyen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTHRIGHT CAPITAL ADVISORY LLC?

FORTHRIGHT CAPITAL ADVISORY LLC has approximately 32 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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