Unclaimed Profile

Charles J Mussallem

BIRCHBROOK·BANGOR, Maine

2 years registeredBIRCHBROOK

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 · 2 years registered

Brand Profile

Not yet started

Career History

BIRCHBROOK

Jan 2024 – present

Registrations & Exams

Registration record

First registered · January 2, 2024

Years registered · 2

Disclosure History

2013Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BIRCHBROOK

CRD 105164 · SEC 801-36582

AUM

$245M

Regulatory assets under management

Employees

767 client accounts

Services offered by BIRCHBROOK

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BIRCHBROOK →

Introduction

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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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