Charles Bennett Sachs

Current Employers

Mariner Independent

5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-11-13

FL RA
APPROVED

Since 2024-11-13

Branch Locations

2850 S Douglas Road Suite 302, Coral Gables, FL 33134 • 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
Private Wealth Counsel, Inc.	Coral Gables	FL	12/2012	12/2016
Creative Planning	Leawood	KS	06/2016	12/2016
Bank Of New York Mellon	Miami	FL	01/2017	01/2019
Kaufman, Rossin & Co.	Miami	FL	03/2019	09/2024
Kaufman Rossin Wealth, Llc	Miami	FL	10/2020	09/2024
Kaufman Rossin Wealth, Llc	Miami	FL	03/2019	09/2020
Mariner Platform Solutions	Overland Park	KS	11/2024	Present
Imperio Wealth Advisors	Coral Gables	FL	11/2024	Present

12/2012 → 12/2016

Private Wealth Counsel, Inc.

Coral Gables, FL
06/2016 → 12/2016

Creative Planning

Leawood, KS
01/2017 → 01/2019

Bank Of New York Mellon

Miami, FL
03/2019 → 09/2024

Kaufman, Rossin & Co.

Miami, FL
10/2020 → 09/2024

Kaufman Rossin Wealth, Llc

Miami, FL
03/2019 → 09/2020

Kaufman Rossin Wealth, Llc

Miami, FL
11/2024 → Present

Mariner Platform Solutions

Overland Park, KS
11/2024 → Present

Imperio Wealth Advisors

Coral Gables, FL

Previous Registrations

2019-05-23 → 2024-09-11

Kaufman Rossin Wealth, Llc

Miami, FL

Naples, FL

Boca Raton, FL

Fort Lauderdale, FL

Miami, FL
2016-06-24 → 2016-12-14

Creative Planning

Coral Gables, FL

Overland Park, KS
2013-03-08 → 2016-12-12

Private Wealth Counsel, Inc.

Miami, FL
2016-04-04 → 2016-06-06

Gupta Wealth Management, Llc

Coral Gables, FL
2008-01-31 → 2011-12-08

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL
2006-06-01 → 2007-12-12

Portfolio Matters, Inc.

Miami, FL

Other Businesses

Imperio Wealth; Investment related, Coral Gables, FL, Offering investment services through Mariner Platform Solutions/Mariner Independent, start date; 11/2024, 160 hours per month during securities trading hours.

Designations

View on SEC IAPD