Charles Woolston, financial advisor Red Bank NJ

Charles Woolston

CRD Number: 5750705
Current Firm: Salvus Wealth Management, LLC

Charles Woolston (CRD# 5750705) is an Investment Advisor Representative working at Salvus Wealth Management, LLC in Red Bank, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Woolston Consulting, LLC Red Bank, NJ Jul 2016 - Current 7
Salvus Wealth Management, LLC Red Bank, NJ Aug 2014 - Current 9
C & G Financial, LLC Tinton Falls, NJ Dec 2009 - Jul 2016 6
Cowan, Gunteski & Company Pa. Toms River, NJ Nov 2009 - Jul 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Charles T. Woolston
Phone Number: 732-542-2629
Registered State(s):
  • CT
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $366,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NJ, NY, TX

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