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).
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Total Assets Under Management1,110MILLION
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Total Number of Accounts4,048ACCOUNTS
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Average Account Value$274,139
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, CT, DC, FL, GA, LA, MA, ME, NC, NE, NH, NJ, NY, PA, SC, TX, VA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.