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Paula Mastroni Luciani

CHARTER RESEARCH & INVESTMENT GROUP INC·SOUTHPORT, Connecticut
Clean recordCHARTER 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paula Mastroni Luciani is a registered financial advisor based in SOUTHPORT, Connecticut, affiliated with CHARTER RESEARCH & INVESTMENT GROUP INC. 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
CHARTER RESEARCH & INVESTMENT GROUP INC
CHARTER RESEARCH & INVESTMENT GROUP INC
AUM
$244M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHARTER RESEARCH & INVESTMENT GROUP INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1705680
Firm CRD# 106452
View on FINRA BrokerCheck →

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05

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

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

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