Charter Oak Capital Management
Charter Oak Capital Management (CRD# 120870) is a financial advisory firm headquartered in Portsmouth, NH. They manage $1,109,715,192 in 4,048 accounts and serve the financial needs of clients across 18 states (or territories).
-
Total Assets Under Management1,110MILLION
-
Total Number of Accounts4,048ACCOUNTS
-
Average Account Value$274,139
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, CT, DC, FL, GA, LA, MA, ME, NC, NE, NH, NJ, NY, PA, SC, TX, VA
Eugene Akerberg (CRD# 2072909) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 33 years of experience in the finance industry.
Emma Bean (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 10 years of experience in the finance industry.
Katy Carr (CRD# 4494146) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 21 years of experience in the finance industry.
Todd Cesca (CRD# 4187446) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 23 years of experience in the finance industry.
Alicia Chiamulera (CRD# 6392951) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 6 years of experience in the finance industry.
Sarah Clapp (CRD# 5884280) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 13 years of experience in the finance industry.
Jessica Kreger (CRD# 5700793) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has 1 year of experience in the finance industry.
Samuel Reid (CRD# 5209980) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 17 years of experience in the finance industry.
Jeffrey Troiano (CRD# 2282591) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 31 years of experience in the finance industry.
Lena Wyand (CRD# 5448070) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 16 years of experience in the finance industry.