Charles Peter Pilecki

Employer firm

Charter Advisory Corporation CRD 113390

$333M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2007 → Present
  Valley Insurance Agency
  Attica, IN
• 09/2009 → Present
  Lpl Financial Llc
  Attica, IN
• 05/1992 → Present
  Charter Advisory Corporation
  Attica, IN

Other Businesses

1. 01/13/2010 - VALLEY INSURANCE - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - INSURANCE AGENT - 90% OF TIME SPENT - PROPERTY/CASUALTY LIFE/HEALTH INSURANCE SALES - INSURANCE SALES, WHICH INVOLVES QUOTING AND PREPARING APPLICATIONS. 2. 9/10/2010 - Charter Advisory Corporation - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/1992 - 32 Hours Per Month/Time Spent 20% - I provide investment advisory services through Charter Advisory Corporation, an independent investment advisor firm. I started this business activity in 05/1992. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/31/2013: CHARTER ADVISORY CORP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-11-30

Other Names

• Charlie Pilecki