UBS Financial Services
47yrs
Top 1% by experience in Nashville
5yrs
Charles Rey
Full name on record: Charles Richard Rey
Financial advisor at Level Four Advisory Services
Charles Rey is a fiduciary financial advisor in Nashville, Tennessee, with 5 years in the industry. Charles joined Level Four Advisory Services in 2025, after less than a year at Key Capital Management and less than a year at Corient. Level Four Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office3011 Armory Drive Suite 300, Nashville, TN 37204
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$318,446
Advisors at the firm145
States licensed ?1 state
Services through Level Four Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowLevel Four Advisory ServicesCurrent firm
- Jun 2025 – Aug 2025Key Capital Management, Inc.Previously
- Oct 2024 – Nov 2024CorientPreviously
- 2022 – 2024Morgan StanleyPreviously
Questions to ask Charles
Tailored to Charles’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Charles
How do I contact Charles?
Call Level Four Advisory Services at (972) 665-0878 and ask for Charles Rey. Charles works from the Nashville, TN office.
How long has Charles been a financial advisor?
Charles has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Charles hold?
Series 66. Tap any license on this page to see what it allows.
Is Charles a fiduciary?
Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Charles paid?
Level Four Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Charles for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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