Unclaimed Profile

Charles Edward Shearer

WHITFORD ASSET MANAGEMENT LLC·PHILADELPHIA, Pennsylvania

Clean recordWHITFORD ASSET MANAGEMENT LLC

2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2410375Firm CRD# 287884

Profile Verification

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

Identity

Charles Edward Shearer · PHILADELPHIA, PA

Registration

CRD #2410375 · WHITFORD ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Edward Shearer is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with WHITFORD ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

REVOLUTION CAPITAL ADVISORS LLC

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at REVOLUTION CAPITAL ADVISORS LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2410375

Firm CRD# 287884

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Edward Shearer offer?

Charles Edward Shearer specializes in Investment Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Charles Edward Shearer's credentials?

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

Where is Charles Edward Shearer located?

Charles Edward Shearer is based in PHILADELPHIA, Pennsylvania, working with WHITFORD ASSET MANAGEMENT LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Charles Edward Shearer charge for services?

Charles Edward Shearer'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 WHITFORD ASSET MANAGEMENT LLC?

WHITFORD ASSET MANAGEMENT LLC has approximately 3 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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