CHARLES F FELLOWS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2026-03-09 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2023-08-09 | 2026-03-10 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2014-12-01 | 2016-10-12 | — |
| WINDSOR CAPITAL ADVISORS, LLC | 2012-06-04 | 2014-12-01 | — |
| SEQUOIA WEALTH COUNSEL | 2009-04-30 | 2012-05-16 | — |
| UBS FINANCIAL SERVICES INC. | 2007-11-02 | 2009-05-13 | — |