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Charles Edwin Poe

Investment Adviser Representative at GRAND CENTRAL INVESTMENT GROUP, LLC

Tampa, FLCRD #2628408Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Edwin Poe has worked in the securities industry since 2012. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/15/2012
Series 7
General Securities Representative Examination
Passed 2/17/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0002.00%
Next $250,0001.63%
Next $500,0001.50%
Next $1,000,0001.25%
Next $3,000,0001.00%
Over $5,000,0000.75%
Source

Grand Central Investment Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GRAND CENTRAL INVESTMENT GROUP, LLCCurrent
2/2/2015Tampa, FL
PCCB, LLC
12/1/201412/17/2014Tampa, FL
PFG FINANCIAL ADVISORS
1/29/201411/21/2014Tampa, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
3/19/20126/27/2013Tampa, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GRAND CENTRAL INVESTMENT GROUP, LLC

2 other advisors in the directory

View GRAND CENTRAL INVESTMENT GROUP, LLC firm profile
About this profile

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 Edwin Poe 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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Charles Edwin Poe - Financial Advisor in Tampa, FL | AdvisorFinder