Charles MartoneCRD 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 8 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Westport Strategies Advisors LLC||Albany, NY||Jul 2012 - Current||5|
|Fas Corp.||Leawood, KS||May 2011 - Current||6|
|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|
Total Assets Under Management1,426MILLIONS
Total Number of Accounts15ACCOUNTS
Average Account Value$95,091,647
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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