Unclaimed Profile

Charles Francis Kreitler

KREITLER FINANCIAL LLC·NEW HAVEN, Connecticut

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 66CFPClean record20 years registeredKREITLER 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 · 20 years registered

Brand Profile

Not yet started

Career History

KREITLER FINANCIAL LLC

Jul 2020 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jul 2020

NEW HAVEN, CT

RAYMOND JAMES FINANCIAL SERVICES

Oct 2005 – Jan 2009

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 66

Registration record

First registered · October 14, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KREITLER FINANCIAL LLC

CRD 309056 · SEC 801-118881

AUM

$477M

Regulatory assets under management

Employees

884 client accounts

Services offered by KREITLER FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KREITLER FINANCIAL LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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