Charles Edward Nash
Investment Adviser Representative at Brookwood Investment Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Edward Nash is an investment adviser representative with Brookwood Investment Group in Franklin, TN, where they have been registered since 2025. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Redwood Private Wealth and PFM Advisor. They have passed 6 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFM AdvisorJun 1998 – Jun 2021Nashville, TN
- Redwood Private Wealth LLCJun 2021 – no end date reportedPhoenix, AZ
- Redwood TAX SpecialistsMar 2020 – no end date reportedFranklin, TN
- Brookwood Investment GroupApr 2025 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Brookwood Investment Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 69
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-122508
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
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Showing 12 of 69 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Edward Nash has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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