Unclaimed Profile

Charles Edward Shearer

WHITFORD ASSET MANAGEMENT LLC·PHILADELPHIA, Pennsylvania

Series 3Clean record17 years registeredWHITFORD 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 · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITFORD ASSET MANAGEMENT LLC

SHEARER AND GRAY INVESTMENT MANAGEMENT LLC

Aug 2009 – Feb 2019

RADNOR, PA

SHEARER AND GRAY INVESTMENT MANAGEMENT LLC

Jan 2009 – Feb 2009

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 3

Registration record

First registered · January 26, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REVOLUTION CAPITAL ADVISORS LLC

CRD 287884 · SEC 801-111740

AUM

$8M

Regulatory assets under management

Employees

1 client accounts

Services offered by REVOLUTION CAPITAL ADVISORS LLC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at REVOLUTION CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Charles Edward Shearer offer?

Charles Edward Shearer specializes in Investment Management, Fee-Only Advisory.

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, last registered with WHITFORD ASSET MANAGEMENT LLC.

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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