# CHARLES F FELLOWS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT FINANCIAL, LLC](https://search.stillhousedata.com/firm/299322) | 2026-03-09 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2023-08-09 | 2026-03-10 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2014-12-01 | 2016-10-12 | — |
| [WINDSOR CAPITAL ADVISORS, LLC](https://search.stillhousedata.com/firm/161851) | 2012-06-04 | 2014-12-01 | — |
| [SEQUOIA WEALTH COUNSEL](https://search.stillhousedata.com/firm/147789) | 2009-04-30 | 2012-05-16 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2007-11-02 | 2009-05-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5414842)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5414842.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.