AdvisorOS Directory
Claim Profile
Unclaimed Profile
CL

Charles Spencer Lemonides

VALUEWORKS LLC·NEW YORK CITY, New York
Series 7, Series 8, Series 16, Series 24, Series 63, Series 65Clean record21 years registeredVALUEWORKS LLC
ONE WORLD TRADE, NEW YORK CITY, NY 10007CRD# 1394147Firm CRD# 116850

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Spencer Lemonides · NEW YORK CITY, NY
Registration
CRD #1394147 · VALUEWORKS LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

VALUEWORKS, LLC
Jan 2019 – present
VALUEWORKS, LLC
Aug 2012 – Dec 2018
NEW YORK CITY, NY
VALUEWORKS, LLC
Aug 2004 – Dec 2009
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 16
Series 24
Series 63
Series 65
Registration record
First registered · August 19, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALUEWORKS LLC
CRD 116850 · SEC 801-60663
AUM
$312M
Regulatory assets under management
Employees
6
98 client accounts
Services offered by VALUEWORKS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at VALUEWORKS LLC →
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 NEW YORK CITY?

Browse all registered financial advisors in NEW YORK CITY, New York or claim this profile if it's yours.

Browse NEW YORK CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Spencer Lemonides offer?
Charles Spencer Lemonides specializes in Investment Management, Retirement Planning. Contact their office in NEW YORK CITY, New York for a consultation.
What are Charles Spencer Lemonides's credentials?
Charles Spencer Lemonides is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Spencer Lemonides located?
Charles Spencer Lemonides is based in NEW YORK CITY, New York, working with VALUEWORKS LLC. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.
How does Charles Spencer Lemonides charge for services?
Charles Spencer Lemonides's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALUEWORKS LLC?
VALUEWORKS LLC has approximately 6 employees and manages $312M 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 →

More Advisors in NEW YORK CITY, New York

Mark M Goldberg
CAREY CREDIT ADVISORS, LLC·NEW YORK CITY, NY
Som Dev Mohapatra
QUANTBASE, LLC·NEW YORK CITY, NY
John Vernon Palmer
CAREY CREDIT ADVISORS, LLC·NEW YORK CITY, NY
Nancy Maisto
SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, NY
Parin Harendra Tolia
J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, NY
Patrick Godefroy Barros
J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile