Charter Research & Investment Group Inc.

Charter Research & Investment Group Inc. (CRD# 106452) is a financial advisory firm headquartered in Southport, CT. They manage $219,986,767 in 378 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $581,976
Compensation Options
  • A percentage of assets under your management
  • 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.

CT, FL, MA, NH, NY, PA

Financial Advisors at Charter Research & Investment Group Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Patrick J. Clark
CRD#: 2682402
2507 Post Road, Southport, CT 06890

Patrick Clark (CRD# 2682402) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 25 years of experience in the finance industry.

2
William H. Dunn
CRD#: 4670712
2507 Post Road, Southport, CT 06890

William Dunn (CRD# 4670712) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has 1 year of experience in the finance industry.

3
Michael J. Grennan
CRD#: 2326213
2507 Post Road, Southport, CT 06890

Michael Grennan (CRD# 2326213) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 24 years of experience in the finance industry.

4
Paula M. Luciani
CRD#: 1705680
2507 Post Road, Southport, CT 06890

Paula Luciani (CRD# 1705680) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.