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Charles Ian Kasner

Charles Kasner Registered Investment Advisor LLC

Apopka, FL

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Current Employers
Charles Kasner Registered Investment Advisor Llc

Apopka, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02

Branch Locations

Apopka, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Atlas Wealth Management Group, Llc Irvine CA 12/2015 07/2020
Charles Kasner Registered Investment Advisor Llc Clermont FL 09/2020 Present
Charles Kasner Registered Investment Advisor Llc Clermont FL 07/2023 Present
Previous Registrations
  • 2015-12-02 → 2020-07-24
    Atlas Wealth Management Group, Llc
    Irvine, CA
  • 2011-11-08 → 2015-12-07
    Cambridge Investment Research Advisors, Inc.
    Santa Ana, CA
    Santa Ana, CA
  • 2006-08-30 → 2011-11-17
    Lpl Financial Llc
    Tustin, CA
    Anaheim, CA
    Tustin, CA
  • 2009-03-16 → 2009-11-06
    The Estate Management Group, Inc.
    Valencia, CA
  • 2005-02-02 → 2006-09-06
    Next Financial Group, Inc.
    Tustin, CA
  • 2002-12-04 → 2005-02-15
    Equitable Advisors, Llc
    Irvine , CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-16
S66 Uniform Combined State Law Examination 2002-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-09-16
  • S66 Uniform Combined State Law Examination
    2002-12-02
Other Names
  • Chuck Kasner
  • Charles I Kasner

View on SEC IAPD

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