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 9 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 5
Fas Corp. Leawood, KS May 2011 - Current 7
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
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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