Charles Probart Medlicott

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2012 → 06/2019
  Foresters Advisory Services, Llc
  Newburgh, NY
• 12/2002 → 02/2018
  Foresters Financial Services
  Fishkill, NY
• 02/2018 → 06/2019
  Foresters Financial Services
  Fishkill, NY
• 11/2018 → 09/2024
  Icb - Icu
  Budd Lake, NJ
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Fishkill, NY
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN

Previous Registrations

• 2013-02-19 → 2019-06-25
  Foresters Advisory Services, Llc
  Fishkill, NY

Other Businesses

1. BLOOMINGBURG FIRE CO. INC., FIRE COMMISSIONER, MONTHLY MEETINGS, REVIEW & APPROVE BILLS FOR TREASURER TO PAY, REQUIRES 2 APPROVED SIGNATURES, REP FOR THEIR MONEYMARKET ACCOUNT HELD AT CETERA. 2. RENTAL PROPERTY, 100% OWNER. 3. CRYSTALCLEAR WEALTH PARTNERS LLP, DBA FOR CETERA BUSINESS, 75% OWNER

Exams

• S66 Uniform Combined State Law Examination
  2012-08-30
• S63 Uniform Securities Agent State Law Examination
  1991-01-04

Other Names

• Charles Medlicott