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).

Current Firm Details
2507 Post Road, Southport, CT 06890
http://www.charterinvestmentgroup.com
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 Clark, financial advisor Southport CT
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 Dunn, financial advisor Southport CT
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 Grennan, financial advisor Southport CT
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 Luciani, financial advisor Southport CT
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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