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Charles Olin Mahaffey

Franklin Street Advisors Inc.

Chapel Hill, NC

CRD 5731782

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Employer firm

Franklin Street Advisors Inc. CRD 106275

$4.53B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT ADVICE

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

Current Employers
Franklin Street Advisors Inc.

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-19
NC RA APPROVED 2010-11-09
  • TX RA
    APPROVED_RES
    Since 2014-02-19
  • NC RA
    APPROVED
    Since 2010-11-09

Branch Locations

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • 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
Franklin Street Advisors, Inc Cahpel Hill NC 11/2010 Present
Previous Registrations
  • 2010-01-29 → 2010-10-27
    Oak River Investment Advisors
    Winston Salem, NC
    Fort Mitchell, KY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-01-20
S65 Uniform Investment Adviser Law Examination 2008-12-19
  • S63 Uniform Securities Agent State Law Examination
    2010-01-20
  • S65 Uniform Investment Adviser Law Examination
    2008-12-19
Other Names
  • Chuck Mahaffey

View on SEC IAPD

Nearby Firms

ABSHER WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
CRAIG ALAN SULLIVAN

Nearby Offices

ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC

More in Chapel Hill, NC

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