Charles Street Asset Management, Inc.

Charles Street Asset Management, Inc. (CRD# 164781) is a financial advisory firm headquartered in Baltimore, MD. They manage $37,352,464 in 237 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Charles Street Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Scott F. Bertozzi
CRD#: 2731185
5 E. Franklin St., Suite 200, Baltimore, MD 21202

Scott Bertozzi (CRD# 2731185) is an Investment Advisor Representative working at Charles Street Asset Management, Inc. in Baltimore, MD and has over 24 years of experience in the finance industry. Scott Bertozzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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