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President/shareholder · Charter Wealth Management

Justin M. Taylor

CRD 4469795 · Named on Form ADV at one SEC-registered adviser

At a glance

Charter Wealth Management, an SEC-registered asset manager based in Raleigh, NC with $196 million in regulatory assets, lists Justin M. Taylor on its Form ADV as President/shareholder, a control person.

Firms and roles

AtlasMembers

Justin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brent A. PlunkettChief Executive Officer/chief Compliance Officer/shareholder, Charter Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.