Financial Trust Asset Management Chartered

Financial Trust Asset Management Chartered (CRD# 108998) is a financial advisory firm headquartered in Boca Raton, FL. They manage $57,275,217 in 324 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $176,775
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

FL, LA, NY

Financial Advisors at Financial Trust Asset Management Chartered
Showing 1 - 3 of 3 top financial advisors.
1
C.william Ferris Jr.
CRD#: 1981913
4755 Technology Way, Suite 110, Boca Raton, FL 33431
93
Wealthminder
score

C.william Ferris Jr. (CRD# 1981913) is an Investment Advisor Representative working at Financial Trust Asset Management Chartered in Boca Raton, FL and has over 26 years of experience in the finance industry.

2
Peter Zaharko
CRD#: 5969476
4755 Technology Way, Suite 1-110, Boca Raton, FL 33431
90
Wealthminder
score

Peter Zaharko (CRD# 5969476) is an Investment Advisor Representative working at Financial Trust Asset Management Chartered in Boca Raton, FL and has over 5 years of experience in the finance industry.

3
Arno O. Mayer
CRD#: 1473484
4755 Technology Way, Suite 1-110, Boca Raton, FL 33431
76
Wealthminder
score

Arno Mayer (CRD# 1473484) is an Investment Advisor Representative working at Financial Trust Asset Management Chartered in Boca Raton, FL and has over 25 years of experience in the finance industry. Arno Mayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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