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Richard Alan Charpie

AMPERSAND MANAGEMENT LLC·WELLESLEY, Massachusetts
Clean recordAMPERSAND MANAGEMENT LLC
55 WILLIAM STREET, WELLESLEY, MA 02481CRD# 726453Firm CRD# 161522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Alan Charpie · WELLESLEY, MA
Registration
CRD #726453 · AMPERSAND MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Alan Charpie is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with AMPERSAND MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AMPERSAND MANAGEMENT LLC
AMPERSAND CAPITAL PARTNERS
AUM
$2.8B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at AMPERSAND MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 726453
Firm CRD# 161522
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Alan Charpie offer?
Richard Alan Charpie specializes in Retirement Planning. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Richard Alan Charpie's credentials?
Richard Alan Charpie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Alan Charpie located?
Richard Alan Charpie is based in WELLESLEY, Massachusetts, working with AMPERSAND MANAGEMENT LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Richard Alan Charpie charge for services?
Richard Alan Charpie's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMPERSAND MANAGEMENT LLC?
AMPERSAND MANAGEMENT LLC has approximately 32 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMPERSAND MANAGEMENT LLC

Dana L Niles
WELLESLEY, MA
J. David Jacobs
WELLESLEY, MA
Herbert H Hooper
WELLESLEY, MA

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Nearby cities in Massachusetts
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Research
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