Charles Pratt & Company, LLC
Charles Pratt & Company, LLC (CRD# 104864) is a financial advisory firm headquartered in New York, NY. They manage $777,774,075 in 573 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
Charles Pratt & Company, LLC
By the Numbers
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Total Assets Under Management778MILLION
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Total Number of Accounts573ACCOUNTS
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Average Account Value$1,357,372
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, MA, MD, ME, NH, NY, VT, WA
Financial Advisors at Charles Pratt & Company, LLC
1
Ellen Lazarus (CRD# 1253495) is an Investment Advisor Representative working at Charles Pratt & Company, LLC in New York, NY and has over 27 years of experience in the finance industry.
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