Charter Research & Investment Group Inc.
Charter Research & Investment Group Inc. (CRD# 106452) is a financial advisory firm headquartered in Southport, CT. They manage $215,803,256 in 368 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management216MILLION
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Total Number of Accounts368ACCOUNTS
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Average Account Value$586,422
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, MA, NH, NY, PA, TX
Patrick Clark (CRD# 2682402) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 28 years of experience in the finance industry.
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.
Michael Grennan (CRD# 2326213) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 27 years of experience in the finance industry.
Paula Luciani (CRD# 1705680) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 36 years of experience in the finance industry.