Kenan Nacar, financial advisor Burlington MA

Kenan Nacar

CRD Number: 4209369
Current Firm: Charles River Wealth Management, LLC

Kenan Nacar (CRD# 4209369) is an Investment Advisor Representative working at Charles River Wealth Management, LLC in Burlington, MA and has over 22 years of experience in the finance industry. Kenan Nacar 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.

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Professional Designations
Company Name Location Dates Years
Charles River Wealth Management, LLC Burlington, MA May 2017 - Current 6
Sagamore Wealth Management, Llc (156447) Winchester, MA Jun 2011 - Oct 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Kenan Nacar
Phone Number: (781) 270-5400
Registered State(s):
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    85
    MILLIONS
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $243,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, NH

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