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Patrick John Clark

CHARTER RESEARCH & INVESTMENT GROUP INC·SOUTHPORT, Connecticut
Series 65Clean record30 years registeredCHARTER RESEARCH & INVESTMENT GROUP INC
2507 POST ROAD, SOUTHPORT, CT 06890CRD# 2682402Firm CRD# 106452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick John Clark · SOUTHPORT, CT
Registration
CRD #2682402 · CHARTER RESEARCH & INVESTMENT GROUP INC · 30 years registered
Brand Profile
Not yet started
01

Career History

CHARTER RESEARCH & INVESTMENT GROUP INC
Mar 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 8, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452 · SEC 801-37458
AUM
$244M
Regulatory assets under management
Employees
3
375 client accounts
Services offered by CHARTER RESEARCH & INVESTMENT GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHARTER RESEARCH & INVESTMENT GROUP INC →
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05

Frequently Asked Questions

What services does Patrick John Clark offer?
Patrick John Clark specializes in Financial Planning, Investment Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are Patrick John Clark's credentials?
Patrick John Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick John Clark located?
Patrick John Clark is based in SOUTHPORT, Connecticut, working with CHARTER RESEARCH & INVESTMENT GROUP INC. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does Patrick John Clark charge for services?
Patrick John Clark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTER RESEARCH & INVESTMENT GROUP INC?
CHARTER RESEARCH & INVESTMENT GROUP INC has approximately 3 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARTER RESEARCH & INVESTMENT GROUP INC

Paula Mastroni Luciani
SOUTHPORT, CT
Michael James Grennan
SOUTHPORT, CT

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