Charles John Nesmith

Employer firm

Tobias Financial Advisors CRD 104711

$1.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• RETIREMENT PLAN ADVISORY SERVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2018
  Axa Advisors Llc
  Atlanta, GA
• 07/2016 → 11/2018
  Wealth Partners, Llc/Yovar Wealth Partners
  Atlanta, GA
• 11/2018 → 01/2021
  Berman Capital Advisors, Llc
  Atlanta, GA
• 02/2021 → Present
  Tobias Financial Advisors, Inc.
  Plantation, FL

Previous Registrations

• 2020-01-07 → 2021-01-29
  Berman Capital Advisors, Llc
  Atlanta, GA
• 2011-07-13 → 2016-07-15
  Integer Wealth Advisors Group, Llc
  Cartersville, GA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-01-05
• S65 Uniform Investment Adviser Law Examination
  2011-07-01

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Chad John Nesmith