Unclaimed Profile

Charles J Mussallem

BIRCHBROOK·BANGOR, Maine

Clean recordBIRCHBROOK

82 COLUMBIA ST, BANGOR, ME 04401CRD# 7847203Firm CRD# 105164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles J Mussallem · BANGOR, ME

Registration

CRD #7847203 · BIRCHBROOK

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles J Mussallem is a registered financial advisor based in BANGOR, Maine, affiliated with BIRCHBROOK. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BIRCHBROOK

AUM

$245M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BIRCHBROOK →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7847203

Firm CRD# 105164

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Frequently Asked Questions

What services does Charles J Mussallem offer?

Charles J Mussallem specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BANGOR, Maine for a consultation.

What are Charles J Mussallem's credentials?

Charles J Mussallem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles J Mussallem located?

Charles J Mussallem is based in BANGOR, Maine, working with BIRCHBROOK. Their office serves clients in the BANGOR metropolitan area and surrounding communities.

How does Charles J Mussallem charge for services?

Charles J Mussallem'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 BIRCHBROOK?

BIRCHBROOK has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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