# CHARLES ALDEN ROE

CHARLES ALDEN ROE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with INNOVA WEALTH, LLC, ACCURATE WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ACCURATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/298137) | 2025-03-25 | present | Yes |
| [INNOVA WEALTH, LLC](https://search.stillhousedata.com/firm/173900) | 2015-02-27 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2010-11-19 | 2015-01-28 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2008-06-04 | 2010-11-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4117735)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4117735.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.