Charles Poe has been Chief Compliance Officer of Grand Central Investment Group since June 2026, is a control person of the firm and directly owns 75% or more of it. Charles Poe holds an MBA from IESE.
Grand Central Investment Group, LLC is a Tampa, FL firm with $196M under management, 238 clients and 2 advisers in one office, as of its June 2026 filing.
Charles E. Poe is Chief Executive Officer of Grand Central Investment Group, based in Tampa, Florida. He has spent the last twenty plus years in the investment business. After graduating in 1996 he was an Investment Officer at Southern Family Insurance Company, and from 2002 to 2006 he served as Chief Investment Officer of a conglomerate of three insurance companies under Poe Financial Group.
Charles Poe’s longest registration is the current one, 11 years at Grand Central Investment Group since 2015. Before joining Grand Central Investment Group in 2015, Charles Poe was registered through PFG Financial Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 11 yearsTampa, FL · Adviser representative · Firm CRD 172537
- PFG Financial Advisors– · under a yearTampa, FL · Adviser representative · Firm CRD 116021
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearTampa, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Grand Central Investment Group
- CFA
Investment adviser representative registrations
Charles Poe is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2015; the most recent is Texas, in March 2016.
- FloridaSince 2 February 2015
- TexasResidentSince 28 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 March 2012 |
| Series 7 | General Securities Representative Examination | 17 February 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Edwin Poe
- CRD
- 2628408
- Firm
- Grand Central Investment Group · CRD 172537
- Role
- Chief Compliance Officer
- Office
- 324 S. HYDE PARK AVE., SUITE 390, Tampa, FL 33606
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- grandcentralgroup.com
Where does Charles Poe work?
Charles Poe has been Chief Compliance Officer of Grand Central Investment Group, LLC since June 2026, and is a control person of the firm.
Is Charles Poe a financial advisor?
Yes. Charles Poe has a current investment-adviser registration in Florida and Texas, through Grand Central Investment Group since February 2015.
How many years of experience does Charles Poe have?
Charles Poe has 13 years in the financial industry, since November 2012, across 3 adviser firms.
What exams has Charles Poe passed?
Charles Poe has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2012.
Where did Charles Poe work before Grand Central Investment Group?
Before Grand Central Investment Group, Charles Poe was registered through PCCB, LLC, December 2014 to December 2014; PFG Financial Advisors, January 2014 to November 2014; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2012 to June 2013.
Where is Charles Poe based?
Charles Poe’s registered office is in Tampa, FL.
Is Charles Poe registered with FINRA?
No. Charles Poe has no current broker registration.
Is Charles Poe a CFA charterholder?
Grand Central Investment Group lists Charles Poe with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Charles E. Poe, MBA, CFA biography, grandcentralgroup.com
How can I verify Charles Poe’s record?
Search CRD 2628408 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Poe’s full registration record.
