Joseph Polychronis (CRD# 7820641) is an Investment Advisor Representative working at Tucker Asset Management LLC in Rochester, NH and has 1 year of experience in the finance industry.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tucker Asset Management LLC | Littleton, CO | Oct 2023 - Current | < 1 |
| Polychronis Financial Services | Rochester, NH | Mar 2023 - Current | 1 |
| Natures Way Market | South Berwick, ME | Nov 2022 - May 2023 | < 1 |
| Bennys Big Time Pizzeria | Wilmington, NC | May 2021 - Oct 2022 | 1 |
| Unemployed | Ashville, NC | Jan 2021 - May 2021 | < 1 |
| Sovereign Remedies | Ashville, NC | Oct 2020 - Jan 2021 | < 1 |
| Sonora Cocina Mexicana | Asheville, NC | May 2019 - Oct 2020 | 1 |
| Travel Abroad | Rollinsford, NH | Jan 2018 - May 2019 | 1 |
| Fat Bellys Bar And Grill | Portsmouth, NH | Apr 2016 - Jan 2019 | 2 |
| Wentworth Greenhouses Inc. | Rollinsford, NH | Apr 2014 - Jan 2018 | 3 |
| Sprint | Dover, NH | Oct 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- NH
-
Total Assets Under Management476MILLIONS
-
Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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