Charles Eastes has been an investment adviser representative at Strategic Wealth Advisors Group since December 2024, and is not listed among the firm’s executive officers or direct owners.
Strategic Wealth Advisors Group, Inc. is an Utica, MI firm with $207M under management, 544 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Charles Eastes’ longest registration was 15 years at United Advisors America (2008–2024). Before joining Strategic Wealth Advisors Group in 2024, Charles Eastes was registered through United Advisors America.
- – present · 1 yearNew Vienna, OH · Adviser representative · Firm CRD 285863
- United Advisors America– · 15 yearsNew Vienna, OH · Adviser representative · Firm CRD 147350
Investment adviser representative registrations
Charles Eastes is registered as an investment adviser representative in Ohio, since December 2024.
- OhioSince 4 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 2008 |
| Series 7 | General Securities Representative Examination | 8 March 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Bryon Eastes
- CRD
- 1371094
- Firm
- Strategic Wealth Advisors Group · CRD 285863
- Office
- New Vienna, OH
- Registration
- Investment adviser registration
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Eastes work?
Charles Eastes is an investment adviser representative registered through Strategic Wealth Advisors Group, Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Charles Eastes a financial advisor?
Yes. Charles Eastes has a current investment-adviser registration in Ohio, through Strategic Wealth Advisors Group since December 2024.
How many years of experience does Charles Eastes have?
Charles Eastes has 17 years in the financial industry, since January 2009, across 2 adviser firms.
What exams has Charles Eastes passed?
Charles Eastes has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in March 2004.
Where did Charles Eastes work before Strategic Wealth Advisors Group?
Before Strategic Wealth Advisors Group, Charles Eastes was registered through United Advisors America, November 2008 to September 2024.
Where is Charles Eastes based?
Charles Eastes’ registered office is in New Vienna, OH.
Is Charles Eastes registered with FINRA?
No. Charles Eastes has no current broker registration.
How can I verify Charles Eastes’ record?
Search CRD 1371094 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Eastes’ full registration record.
