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Adviser and broker representative · LPL Financial LLC

Charles Wilensky

CRD 4326500 · King Of Prussia, PA

At a glance

Charles Wilensky is an investment adviser representative with LPL Financial LLC in King Of Prussia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2001, about 25 years ago. Charles is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firms

  • LPL Financial LLCSince December 2019King Of Prussia, PA · $819B in regulatory assets
  • Cpc Financial Planning, Inc.Since June 2001King Of Prussia, PA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2001 (25 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Charles’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at LPL Financial LLC

Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in King Of Prussia, PA →Every LPL Financial LLC advisor in King Of Prussia →Advisor Moves: who changed firms this week →