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).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $586,422
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
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, PA, TX

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 28 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 27 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 36 years of experience in the finance industry.

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