Unclaimed Profile

Jeffrey Scott Troiano

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TO23 years registeredCHARTER OAK CAPITAL MANAGEMENT, LLC

TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 2282591Firm CRD# 120870

Profile Verification

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

Identity

Jeffrey Scott Troiano · PORTSMOUTH, NH

Registration

CRD #2282591 · CHARTER OAK CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Apr 2026 – present

CHARTER OAK CAPITAL MANAGEMENT

Jun 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · June 18, 2003

Years registered · 23

Disclosure History

2009Customer Dispute·Settled

2005Customer Dispute·Denied

2003Customer Dispute·Closed-No Action

3 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

CHARTER OAK CAPITAL MANAGEMENT, LLC

CRD 120870 · SEC 801-64808

AUM

$1.1B

Regulatory assets under management

Employees

4,048 client accounts

Services offered by CHARTER OAK CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 CHARTER OAK CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Scott Troiano offer?

Jeffrey Scott Troiano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Jeffrey Scott Troiano's credentials?

Jeffrey Scott Troiano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Troiano located?

Jeffrey Scott Troiano is based in PORTSMOUTH, New Hampshire, working with CHARTER OAK CAPITAL MANAGEMENT, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Jeffrey Scott Troiano charge for services?

Jeffrey Scott Troiano'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 CHARTER OAK CAPITAL MANAGEMENT, LLC?

CHARTER OAK CAPITAL MANAGEMENT, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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