# CHARLES BENNETT SACHS

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MARINER PLATFORM SOLUTIONS, LLC](https://search.stillhousedata.com/firm/305418) | 2024-11-13 | present | Yes |
| [KAUFMAN ROSSIN WEALTH, LLC](https://search.stillhousedata.com/firm/301921) | 2019-05-23 | 2024-09-11 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2016-06-24 | 2016-12-14 | — |
| [GUPTA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/161721) | 2016-04-04 | 2016-06-06 | — |
| [PRIVATE WEALTH COUNSEL, INC.](https://search.stillhousedata.com/firm/166460) | 2013-03-08 | 2016-12-12 | — |
| [EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/109698) | 2008-01-31 | 2011-12-08 | — |
| [PORTFOLIO MATTERS, INC.](https://search.stillhousedata.com/firm/140131) | 2006-06-01 | 2007-12-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5129833)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5129833.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.