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RIA / WealthAdvisorCertified Financial Planner13 years in industry

CHARLES ALEXANDER DANN

Advisor at NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:2e9563d2-7b66-3089-265a-99a5245c7457

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 2, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NOVARE CAPITAL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 31, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 31, 2012
First registration: Nov 2, 2012
Dual registered: no
Other names: ALEX DANN|ALEXANDER DANN CHARLES
IAPD individual key: 6104755

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NOVARE CAPITAL MANAGEMENT	Independent wealth	Feb 3, 2021	n/a	yes	CHARLOTTE, NC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Dec 22, 2020	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 25, 2014	Jul 13, 2018	no	ALEXANDRIA, VA\|NEW YORK, NY\|NEW YORK, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 13, 2013	Feb 25, 2014	no	MCLEAN, VA\|ALEXANDRIA, VA\|COLUMBIA, MD	Previous registration
DUNCAN-WILLIAMS, INC.	Former SEC adviser	Nov 2, 2012	Oct 7, 2013	no	MEMPHIS (SHELBY), TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	NOVARE CAPITAL MANAGEMENT	Dec 22, 2020	Feb 3, 2021	43	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
WELLS FARGO ADVISORS	STRATEGIC ADVISERS LLC	Feb 25, 2014	Mar 25, 2014	28	Firm change	Wirehouse to ibd
DUNCAN-WILLIAMS, INC.	WELLS FARGO ADVISORS	Oct 7, 2013	Nov 13, 2013	37	Firm change	Other

Relationships

Registered with (5)

→ NOVARE CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Feb 3, 2021 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Dec 22, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 25, 2014 to Jul 13, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 13, 2013 to Feb 25, 2014factForm ADV
→ DUNCAN-WILLIAMS, INC.Registered adviserregistration: previous registration
Nov 2, 2012 to Oct 7, 2013factForm ADV

Dated events

No dated event names this entity yet.