Charles Green, financial advisor Cheshire CT

Charles Green

CRD Number: 2726777
Current Firm: Springboard Asset Management LLC
Compensation Model: Fee Only
Charles Green (CRD# 2726777) is an Investment Advisor Representative working at Springboard Asset Management LLC in Cheshire, CT and has over 20 years of experience in the finance industry. Charles Green 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Springboard Asset Management, LLC Cheshire, CT Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Aug 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for Charles M. Green
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $306,478
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NH

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