Emma Church, financial advisor Portsmouth NH
89 score

Emma Church

CRD Number: 6279282
Current Firm: Charter Oak Capital Management

Emma Church (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charter Oak Capital Management Kennebunk, ME Sep 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2015 < 1
Morgan Stanley Portland, ME Dec 2013 - Sep 2015 1
Disability Rms Westbrook, ME Oct 2012 - Nov 2013 1
Buffleheads Restaurant Biddeford, ME Aug 2006 - Sep 2013 7
Roger Williams University Bristol, RI Aug 2008 - May 2012 3
Kennebunk High School Kennebunk, ME Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Emma K. Church
Phone Number: 800-646-5720
Registered State(s):
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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