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Charles William Wise

Invariant Investment Management

York, PA

CRD 4799506

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Employer firm

Invariant Investment Management CRD 168772

$183M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Invariant Investment Management

200 Grandview Avenue Suite 103, Camp Hill, PA 17011 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-08-26
  • PA RA
    APPROVED
    Since 2017-08-26

Branch Locations

15 Wyntre Brooke Drive Suite 5, York, PA 17403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invariant Investment Management Llc 15 Wyntre Brooke Drive Suite 5 PA 07/2017 Present
Pure Capital Management Limited York PA 03/2010 07/2017
  • 07/2017 → Present
    Invariant Investment Management Llc
    15 Wyntre Brooke Drive Suite 5, PA
  • 03/2010 → 07/2017
    Pure Capital Management Limited
    York, PA
Previous Registrations
  • 2010-03-02 → 2017-12-04
    Pure Capital Management Limited
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-07-20
S63 Uniform Securities Agent State Law Examination 2004-06-30
  • S65 Uniform Investment Adviser Law Examination
    2004-07-20
  • S63 Uniform Securities Agent State Law Examination
    2004-06-30
Designations
  • Personal Financial Specialist
Other Names
  • Charles William Wise

View on SEC IAPD

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