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Charles Y
CFP®, CFA®, Series 63
Reston, VA
United Capital Financial Advisors
Charles York is a financial advisor at United Capital Financial Advisors with 10 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Prior to joining United Capital Financial Advisors in 2022, he worked at BNYM Securities Corporation, BNY Mellon, and Bessemer Investor Services. York is also an adjunct professor of finance at George Mason University, where he teaches finance courses. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and access to a range of investment strategies.
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