Inactive

Charles Victor Kimmel

Councilor Wealth LLC

Gaithersburg, MD

CRD 5567461

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Employer firm

Councilor Wealth LLC CRD 170858

$317M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Periodicals / newsletters
Educational seminars

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

Current Employers

Councilor Wealth Llc

7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-01-28

MD RA
APPROVED

Since 2026-01-28

Branch Locations

Gaithersburg, MD • United States

7910 Woodmont Ave, Suite 500, Bethesda, MD 20814 • 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

Organization	City	State	From	To
Raymond James Financial Services, Inc	Rockville	MD	07/2009	08/2023
Spc Financial Inc.	Rockville	MD	07/2009	08/2023
Unemployed	Gaithersburg	MD	09/2023	02/2025
Mbi Llc	Bethesda	MD	03/2025	Present

07/2009 → 08/2023

Raymond James Financial Services, Inc

Rockville, MD
07/2009 → 08/2023

Spc Financial Inc.

Rockville, MD
09/2023 → 02/2025

Unemployed

Gaithersburg, MD
03/2025 → Present

Mbi Llc

Bethesda, MD

Previous Registrations

2013-06-04 → 2023-09-15

Spc Financial Inc

Rockville, MD

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-08-08

S63 Uniform Securities Agent State Law Examination

2008-08-08

Designations

Certified Financial Planner

Other Names

Chuck Kimmel
Charles Victor Kimmel
Chuck Victor Kimmel

View on SEC IAPD

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