Charles
Ambroselli

Benedetti, Gucer & Associates

CRD#5288928
Investment Advisor
in Atlanta, GA
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About this Advisor

Charles Ambroselli is a certified financial planner working out of Atlanta, Georgia, who has been in the advisory business for 11 years. Ambroselli is currently employed by Benedetti, Gucer & Associates. Ambroselli has gained experience at Purshe Kaplan Sterling Investments, Edward Jones, Ronald Blue & Company and Benedetti, Gucer & Associates. Ambroselli holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is approved to advise clients in Georgia. Benedetti, Gucer & Associates is an advisory business headquartered in Atlanta, Georgia. It oversees $121 million in assets among its 1,081 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,081 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. Benedetti, Gucer & Associates offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Benedetti, Gucer & Associates most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7000 Peachtree Dunwoody Rd Ne Building 6 Suite 100
Atlanta, GA 30328

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Benedetti, Gucer & Associates Brokerage Details

Total Assets Under Management

$168,792,548

GA Average: $3,570,121,308
Total Number of Employees

7

GA Average: 58
Total Number of Accounts

1,242

GA Average: 1,608
Average Account Size

$135,904

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Charles Ambroselli Work History

Charles has 11 years of experience.

2017 - Present (2 years)

Purshe Kaplan Sterling Investments

2016 - Present (3 years)

Benedetti, Gucer & Associates

2010 - 2016 (6 years)

Ronald Blue & Company

2007 - 2010 (3 years)

Edward Jones

Disclosures

Charles Ambroselli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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