Charles Wise has been an investment adviser representative at Invariant Investment Management since August 2017, and is not listed among the firm’s executive officers or direct owners. Charles Wise studied at Indiana University of Pennsylvania.
Invariant Investment Management LLC is a Camp Hill, PA firm with $183M under management, 313 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Charles William Wise III is a Financial Advisor of Invariant Investment Management, based in York, PA. He has more than 20 years of industry experience and a background in healthcare and business leadership. He serves on the boards of nonprofit organizations including Wellspan Health, the Appell Center for the Performing Arts and the York County Community Foundation.
Charles Wise’s longest registration is the current one, 9 years at Invariant Investment Management since 2017. Before joining Invariant Investment Management in 2017, Charles Wise was registered through Pure Capital Management Limited.
- – present · 9 yearsYork, PA · Adviser representative · Firm CRD 168772
- Pure Capital Management Limited– · 7 yearsYork, PA · Adviser representative · Firm CRD 149992
Professional designations
Listed by Invariant Investment Management
- Certified Public Accountant
- Personal Financial Specialist
Investment adviser representative registrations
Charles Wise is registered as an investment adviser representative in Pennsylvania, since August 2017.
- PennsylvaniaSince 26 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 12 December 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 July 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 June 2004 |
| Series 7 | General Securities Representative Examination | 17 June 2004 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles William Wise
- CRD
- 4799506
- Firm
- Invariant Investment Management · CRD 168772
- Office
- 15 Wyntre Brooke Drive Suite 5, York, PA 17403
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- invariantinvestments.com
Where does Charles Wise work?
Charles Wise is an investment adviser representative registered through Invariant Investment Management LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Charles Wise a financial advisor?
Yes. Charles Wise has a current investment-adviser registration in Pennsylvania, through Invariant Investment Management since August 2017.
How many years of experience does Charles Wise have?
Charles Wise has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has Charles Wise passed?
Charles Wise has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in June 2004.
Where is Charles Wise based?
Charles Wise’s registered office is in York, PA.
Is Charles Wise registered with FINRA?
No. Charles Wise has no current broker registration.
How can I verify Charles Wise’s record?
Search CRD 4799506 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Wise’s full registration record.
