Charles H Deakins

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-14
CA	RA	APPROVED	2024-08-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Utah State	Logan	UT	08/2016	05/2020
Volcom	Santa Monica	CA	08/2015	08/2017
Buchwald	Los Angeles	CA	06/2019	04/2021
United Talent Agency	Beverly Hills	CA	04/2021	10/2022
Super Domestic	Culver City	CA	10/2022	03/2023
Cetera Wealth Partners	Encino	CA	03/2023	11/2023
Cetera Wealth Partners	El Segundo	CA	11/2022	07/2024
Compass Financial Advisors	Encino	CA	02/2023	07/2024
Cetera Investment Advisers Llc	Schaumburg	IL	05/2024	07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Los Angeles	CA	07/2024	Present
Vans	Sherman Oaks	CA	05/2019	08/2019
Bank Of America, N.A.	Los Angeles	CA	08/2024	Present

08/2016 → 05/2020

Utah State

Logan, UT
08/2015 → 08/2017

Volcom

Santa Monica, CA
06/2019 → 04/2021

Buchwald

Los Angeles, CA
04/2021 → 10/2022

United Talent Agency

Beverly Hills, CA
10/2022 → 03/2023

Super Domestic

Culver City, CA
03/2023 → 11/2023

Cetera Wealth Partners

Encino, CA
11/2022 → 07/2024

Cetera Wealth Partners

El Segundo, CA
02/2023 → 07/2024

Compass Financial Advisors

Encino, CA
05/2024 → 07/2024

Cetera Investment Advisers Llc

Schaumburg, IL
07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
05/2019 → 08/2019

Vans

Sherman Oaks, CA
08/2024 → Present

Bank Of America, N.A.

Los Angeles, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-05-16

Nearby Firms