Charles Kreitler (CRD# 4923222) is an Investment Advisor Representative working at Kreitler Financial LLC in New Haven, CT and has over 18 years of experience in the finance industry. Charles Kreitler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kreitler Financial | New Havern, CT | Jul 2020 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | New Haven, CT | Jan 2009 - Jul 2020 | 11 |
Raymond James Financial Services, Inc. | New Haven, CT | Feb 2005 - Jul 2020 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- CT
- TX
- VT
-
Total Assets Under Management477MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$539,287
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MA, NC, NH, NY, PA, TX, VT
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