CHARLES BENNETT SACHS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with MARINER PLATFORM SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MARINER PLATFORM SOLUTIONS, LLC | 2024-11-13 | present | Yes |
| KAUFMAN ROSSIN WEALTH, LLC | 2019-05-23 | 2024-09-11 | — |
| CREATIVE PLANNING, LLC | 2016-06-24 | 2016-12-14 | — |
| GUPTA WEALTH MANAGEMENT, LLC | 2016-04-04 | 2016-06-06 | — |
| PRIVATE WEALTH COUNSEL, INC. | 2013-03-08 | 2016-12-12 | — |
| EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT | 2008-01-31 | 2011-12-08 | — |
| PORTFOLIO MATTERS, INC. | 2006-06-01 | 2007-12-12 | — |