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).
Total Assets Under Management37MILLION
Total Number of Accounts237ACCOUNTS
Average Account Value$157,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.