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RIA / WealthAdvisor27 years in industry

CHARLES ADAM YALE

Advisor at FIRST MANHATTAN CO. LLC

NEW YORK, NY | Omaha, NE

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Search this name across graphsid dfx:ria:ad84b9cc-07f1-eadd-fd50-943bd33c35bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 23, 2004 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: FIRST MANHATTAN CO. LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 14
Exams: S63|S65
First exam: Apr 12, 1999
First registration: Apr 23, 2004
Dual registered: no
Other names: ADAM YALE
IAPD individual key: 3152649

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
FIRST MANHATTAN CO. LLC	Bd affiliated wealth	Jan 8, 2026	n/a	yes	Omaha, NE\|NEW YORK, NY	Current employment
LAWSON KROEKER INVESTMENT MANAGEMENT INC	Independent wealth	Jan 29, 2023	Jan 8, 2026	no	OMAHA, NE	Previous registration
RED CEDAR CAPITAL, LLC	Former SEC adviser	Sep 20, 2006	Jan 5, 2023	no	OMAHA, NE	Previous registration
AMERICA FIRST INVESTMENT ADVISORS LLC	Independent wealth	Jun 20, 2005	Aug 10, 2006	no	OMAHA, NE	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Apr 23, 2004	Jun 8, 2005	no	OMAHA, NE	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
LAWSON KROEKER INVESTMENT MANAGEMENT INC	FIRST MANHATTAN CO. LLC	Jan 8, 2026	Jan 8, 2026	0	Firm change	RIA to ibd
RED CEDAR CAPITAL, LLC	LAWSON KROEKER INVESTMENT MANAGEMENT INC	Jan 5, 2023	Jan 29, 2023	24	Firm change	RIA to RIA
AMERICA FIRST INVESTMENT ADVISORS LLC	RED CEDAR CAPITAL, LLC	Aug 10, 2006	Sep 20, 2006	41	Firm change	Other
M HOLDINGS SECURITIES, INC.	AMERICA FIRST INVESTMENT ADVISORS LLC	Jun 8, 2005	Jun 20, 2005	12	Firm change	Other

Relationships

Registered with (5)

→ FIRST MANHATTAN CO. LLCRegistered adviserregistration: current employment
Jan 8, 2026 to presentfactForm ADV
→ LAWSON KROEKER INVESTMENT MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 29, 2023 to Jan 8, 2026factForm ADV
→ RED CEDAR CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 20, 2006 to Jan 5, 2023factForm ADV
→ AMERICA FIRST INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jun 20, 2005 to Aug 10, 2006factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Apr 23, 2004 to Jun 8, 2005factForm ADV

Dated events

Occurred
Jan 8, 2026
Advisor changed firm
Charles Adam Yale left Lawson Kroeker Investment Management Inc for First Manhattan Co. Llc (registered 2026-01-08)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2023
Advisor changed firm
Charles Adam Yale left Red Cedar Capital, Llc for Lawson Kroeker Investment Management Inc (registered 2023-01-29)
Form ADVobserved 4 days ago