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Charles Alexander Dann

Novare Capital Management

Charlotte, NC

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Current Employers
Novare Capital Management

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-02-03
  • NC RA
    APPROVED
    Since 2021-02-03

Branch Locations

2825 South Boulevard Suite 440, Charlotte, NC 28209 • 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
Fidelity Investments Alexandria VA 02/2014 12/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 12/2020
Novare Capital Management, Llc Charlotte NC 01/2021 Present
  • 02/2014 → 12/2020
    Fidelity Investments
    Alexandria, VA
  • 07/2018 → 12/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2021 → Present
    Novare Capital Management, Llc
    Charlotte, NC
Previous Registrations
  • 2018-07-13 → 2020-12-22
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-03-25 → 2018-07-13
    Strategic Advisers Llc
    Alexandria, VA
    New York, NY
    New York, NY
  • 2013-11-13 → 2014-02-25
    Wells Fargo Clearing Services, Llc
    Mclean, VA
    Alexandria, VA
    Columbia, MD
  • 2012-11-02 → 2013-10-07
    Southstate Securities Corp.
    Memphis (Shelby), TN
Other Businesses

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-31
  • S66 Uniform Combined State Law Examination
    2012-10-31
Designations
Other Names
  • Alex Dann
  • Alexander Dann Charles

View on SEC IAPD

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