Charles Martone, financial advisor Braintree MA
93 score

Charles Martone

CRD Number: 5484633
Current Firm: Westport Strategies Advisors, LLC

Charles Martone (CRD# 5484633) is an Investment Advisor Representative working at Westport Strategies Advisors, LLC in Braintree, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Westport Strategies Advisors LLC Albany, NY Jul 2012 - Current 4
Fas Corp. Leawood, KS May 2011 - Current 5
Financial Advisory Service, Inc. Leawood, KS May 2011 - Nov 2012 1
Westport Strategies, LLC Albany, NY Jan 2011 - Jul 2012 1
Clark Consulting, Inc. Albany, NY Jul 2008 - May 2011 2
Clark Securities, Inc. Dallas, TX Jul 2008 - May 2011 2
Westport Strategies Albany, NY Nov 2006 - Jul 2008 1
Sage Software Albany, NY Jun 1996 - Nov 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Charles W. Martone
Phone Number: 781-848-1212
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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