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Charles Francis Kreitler

KREITLER FINANCIAL LLC·NEW HAVEN, Connecticut
Clean recordKREITLER FINANCIAL LLC
265 CHURCH STREET, NEW HAVEN, CT 06510CRD# 4923222Firm CRD# 309056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Francis Kreitler · NEW HAVEN, CT
Registration
CRD #4923222 · KREITLER FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Francis Kreitler is a registered financial advisor based in NEW HAVEN, Connecticut, affiliated with KREITLER FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC
AUM
$477M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KREITLER FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4923222
Firm CRD# 309056
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Francis Kreitler offer?
Charles Francis Kreitler specializes in Financial Planning, Investment Management. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Charles Francis Kreitler's credentials?
Charles Francis Kreitler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Francis Kreitler located?
Charles Francis Kreitler is based in NEW HAVEN, Connecticut, working with KREITLER FINANCIAL LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does Charles Francis Kreitler charge for services?
Charles Francis Kreitler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KREITLER FINANCIAL LLC?
KREITLER FINANCIAL LLC has approximately 11 employees and manages $477M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KREITLER FINANCIAL LLC

Robert Philip Kreitler
NEW HAVEN, CT
Dwayne Michael Tyril
NEW HAVEN, CT
Sandra Lee Blanchard
NEW HAVEN, CT

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