Charles Bergamo, financial advisor New Haven CT

Charles Bergamo

CRD Number: 2788944
Current Firm: Northwestern Mutual Investment Services,llc

Charles Bergamo (CRD# 2788944) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in New Haven, CT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2011 - Current 12
Northwestern Mutual Investment Services LLC West Hartford, CT Jun 2007 - Current 16
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2007 - Current 16
Northwestern Mutual Investment Services, LLC West Hartford, CT Jul 2007 - Mar 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Charles H. Bergamo
Phone Number: 866-950-4644
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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