CHARLES EDWARD BALIS is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with BELPOINTE ASSET MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | 2022-11-01 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-09-05 | 2019-01-31 | — |