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Paula Mastroni Luciani

CHARTER RESEARCH & INVESTMENT GROUP INC·SOUTHPORT, Connecticut
Series 7, Series 63Clean record35 years registeredCHARTER RESEARCH & INVESTMENT GROUP INC
2507 POST ROAD, SOUTHPORT, CT 06890CRD# 1705680Firm CRD# 106452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Mastroni Luciani · SOUTHPORT, CT
Registration
CRD #1705680 · CHARTER RESEARCH & INVESTMENT GROUP INC · 35 years registered
Brand Profile
Not yet started
01

Career History

CHARTER RESEARCH & INVESTMENT GROUP INC
Oct 1990 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · October 17, 1990
Years registered · 35
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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Frequently Asked Questions

What services does Paula Mastroni Luciani offer?
Paula Mastroni Luciani specializes in Financial Planning, Investment Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are Paula Mastroni Luciani's credentials?
Paula Mastroni Luciani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Mastroni Luciani located?
Paula Mastroni Luciani 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 Paula Mastroni Luciani charge for services?
Paula Mastroni Luciani'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

Patrick John Clark
SOUTHPORT, CT
Michael James Grennan
SOUTHPORT, CT

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