Charter Research & Investment Group Inc.

Charter Research & Investment Group Inc. (CRD# 106452) is a financial advisory firm headquartered in Southport, CT. They manage $197,464,018 in 379 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • Average Account Value
    $521,013
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, NY, PA

Financial Advisors at Charter Research & Investment Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael J. Grennan
CRD#: 2326213
2507 Post Road, Southport, CT 06890
96
Wealthminder
score

Michael Grennan (CRD# 2326213) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Southport, CT and has over 21 years of experience in the finance industry.

2
Patrick J. Clark
CRD#: 2682402
24 Thorpe Street, Fairfield, CT 06824
93
Wealthminder
score

Patrick Clark (CRD# 2682402) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Fairfield, CT and has over 22 years of experience in the finance industry.

3
Paula M. Luciani
CRD#: 1705680
24 Thorpe Street, Fairfield, CT 06824
93
Wealthminder
score

Paula Luciani (CRD# 1705680) is an Investment Advisor Representative working at Charter Research & Investment Group Inc. in Fairfield, CT and has over 30 years of experience in the finance industry.

4
William H. Dunn
CRD#: 4670712
24 Thorpe Street, Fairfield, CT 06824
87
Wealthminder
score

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

5
Victoria L. Mueller
CRD#: 1269929
2507 Post Road, Southport, CT 06890
83
Wealthminder
score

Victoria Mueller (CRD# 1269929) 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.

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