AdvisorOS Directory
Claim Profile
Unclaimed Profile
CW

Charles Collin Wakeley

LAFAYETTE INVESTMENTS, INC.·ASHTON, Maryland
Clean recordLAFAYETTE INVESTMENTS, INC.
17830 NEW HAMPSHIRE AVENUE, ASHTON, MD 20861CRD# 828905Firm CRD# 22471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Collin Wakeley · ASHTON, MD
Registration
CRD #828905 · LAFAYETTE INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Collin Wakeley is a registered financial advisor based in ASHTON, Maryland, affiliated with LAFAYETTE INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Charles Collin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles Collin is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LAFAYETTE INVESTMENTS, INC.
LAFAYETTE INVESTMENTS, INC.
AUM
$774M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LAFAYETTE INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 828905
Firm CRD# 22471
View on FINRA BrokerCheck →

Looking for a financial advisor in ASHTON?

Browse all registered financial advisors in ASHTON, Maryland or claim this profile if it's yours.

Browse ASHTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Collin Wakeley offer?
Charles Collin Wakeley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHTON, Maryland for a consultation.
What are Charles Collin Wakeley's credentials?
Charles Collin Wakeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Collin Wakeley located?
Charles Collin Wakeley is based in ASHTON, Maryland, working with LAFAYETTE INVESTMENTS, INC.. Their office serves clients in the ASHTON metropolitan area and surrounding communities.
How does Charles Collin Wakeley charge for services?
Charles Collin Wakeley'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 LAFAYETTE INVESTMENTS, INC.?
LAFAYETTE INVESTMENTS, INC. has approximately 7 employees and manages $774M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LAFAYETTE INVESTMENTS, INC.

Robert Adams Noyes
ASHTON, MD
Scott Hathaway Dinn
ASHTON, MD
Scott Matthew Stroud
ASHTON, MD
Lawrence Judge
ASHTON, MD
Linda Elizabeth Laprade
ASHTON, MD
Ryan Michael Klinger
ASHTON, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile