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MA

Michael Anthony Charles

Investment Adviser Representative at WALLINGTON ASSET MANAGEMENT

Indianapolis, INCRD #2085035Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
3 states
Exams Passed
5

Professional summary

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

Michael Anthony Charles has worked in the securities industry since 2002. They are registered to provide investment advisory services in Florida, Indiana, and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaIndianaNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/25/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 10/2/1990
Series 3
National Commodity Futures Examination
Passed 10/22/1990
Series 7
General Securities Representative Examination
Passed 9/17/1990
Series 24
General Securities Principal Examination
Passed 7/7/2003

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wallington Asset Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WALLINGTON ASSET MANAGEMENTCurrent
11/21/2012Indianapolis, IN
TIAA-CREF ADVICE AND PLANNING SERVICES
6/22/20079/25/2012Carmel, IN
CITY SECURITIES CORPORATION
12/1/20055/31/2007Indianapolis, IN
NATCITY INVESTMENTS, INC.
7/30/200211/14/2005Indianapolis, IN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WALLINGTON ASSET MANAGEMENT

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View WALLINGTON ASSET MANAGEMENT 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. Michael Anthony Charles 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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Michael Anthony Charles - Financial Advisor in Indianapolis, IN | AdvisorFinder