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Alan William Charach

Rebellion Asset Management, LLC

Chicago, IL

Mount Pleasant, SC

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Current Employers
Rebellion Asset Management, Llc

223 W Jackson Blvd. Suite 500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-28
CO RA APPROVED 2025-03-26
NY RA APPROVED 2021-05-21
VA RA APPROVED 2021-05-08
SC RA APPROVED 2021-05-07
NJ RA APPROVED 2019-09-12
FL RA APPROVED 2019-07-24
CA RA APPROVED 2019-07-11
IL RA APPROVED 2019-07-11
  • MI RA
    APPROVED
    Since 2025-03-28
  • CO RA
    APPROVED
    Since 2025-03-26
  • NY RA
    APPROVED
    Since 2021-05-21
  • VA RA
    APPROVED
    Since 2021-05-08
  • SC RA
    APPROVED
    Since 2021-05-07
  • NJ RA
    APPROVED
    Since 2019-09-12
  • FL RA
    APPROVED
    Since 2019-07-24
  • CA RA
    APPROVED
    Since 2019-07-11
  • IL RA
    APPROVED
    Since 2019-07-11

Branch Locations

223 W Jackson Blvd. Suite 500, Chicago, IL 60606 • United States

Mount Pleasant, SC • 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
David Lerner Associates, Inc. Teaneck NJ 09/2016 08/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 08/2017 06/2019
Bank Of America, N.A. New York NY 10/2017 06/2019
Rebellion Asset Management, Llc Chicago IL 06/2019 Present
Vygr Digital Securities, Llc New York NY 06/2021 01/2023
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-13
S63 Uniform Securities Agent State Law Examination 2012-04-25
  • S65 Uniform Investment Adviser Law Examination
    2016-10-13
  • S63 Uniform Securities Agent State Law Examination
    2012-04-25
Other Names
  • Alan William Charach
  • Alan Charach

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
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