Charter Oak Capital Management

Charter Oak Capital Management (CRD# 120870) is a financial advisory firm headquartered in Portsmouth, NH. They manage $1,109,715,192 in 4,048 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,110
    MILLION
  • Total Number of Accounts
    4,048
    ACCOUNTS
  • Average Account Value
    $274,139
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, LA, MA, ME, NC, NE, NH, NJ, NY, PA, SC, TX, VA

Financial Advisors at Charter Oak Capital Management
Showing 1 - 10 of 12 top financial advisors.
1
Eugene R. Akerberg
CRD#: 2072909
Two International Drive, Suite 325, Portsmouth, NH 03801

Eugene Akerberg (CRD# 2072909) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 33 years of experience in the finance industry. Eugene Akerberg 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.

2
Emma K. Bean
CRD#: 6279282
Two International Drive, Suite 325, Portsmouth, NH 03801

Emma Bean (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 10 years of experience in the finance industry. Emma Bean 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.

3
Katy M. Carr
CRD#: 4494146
Two International Drive, Suite 325, Portsmouth, NH 03801

Katy Carr (CRD# 4494146) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 21 years of experience in the finance industry.

4
Todd M. Cesca
CRD#: 4187446
One Monument Square, Suite 502, Portland, ME 04101

Todd Cesca (CRD# 4187446) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 23 years of experience in the finance industry.

5
Alicia Chiamulera
CRD#: 6392951
Two International Drive, Suite 325, Portsmouth, NH 03801

Alicia Chiamulera (CRD# 6392951) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 5 years of experience in the finance industry. Alicia Chiamulera 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.

6
Sarah S. Clapp
CRD#: 5884280
Two International Drive, Suite 325, Portsmouth, NH 03801

Sarah Clapp (CRD# 5884280) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 12 years of experience in the finance industry. Sarah Clapp 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.

7
Jessica L. Kreger
CRD#: 5700793
Two International Drive, Suite 325, Portsmouth, NH 03801

Jessica Kreger (CRD# 5700793) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has 1 year of experience in the finance industry. Jessica Kreger 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.

8
Samuel R. Reid
CRD#: 5209980
Two International Drive, Suite 325, Portsmouth, NH 03801

Samuel Reid (CRD# 5209980) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 17 years of experience in the finance industry. Samuel Reid 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.

9
Jeffrey S. Troiano
CRD#: 2282591
One Monument Square, Suite 502, Portland, ME 04101

Jeffrey Troiano (CRD# 2282591) is an Investment Advisor Representative working at Charter Oak Capital Management in Portland, ME and has over 31 years of experience in the finance industry.

10
Lena Wyand
CRD#: 5448070
Two International Drive, Suite 325, Portsmouth, NH 03801

Lena Wyand (CRD# 5448070) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 16 years of experience in the finance industry. Lena Wyand 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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