Unclaimed Profile

Karen Lee Zaramba

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

SIE, Series 7, Series 66CFPClean record20 years registeredCHARTER OAK CAPITAL MANAGEMENT, LLC

TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 1874868Firm CRD# 120870

Profile Verification

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

Identity

Karen Lee Zaramba · PORTSMOUTH, NH

Registration

CRD #1874868 · CHARTER OAK CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Apr 2026 – present

CHARTER OAK CAPITAL MANAGEMENT

Mar 2011 – present

AEGIS CAPITAL, LLC

Nov 2009 – Dec 2011

MOUNT PLEASANT, SC

COMMONWEALTH FINANCIAL NETWORK

Sep 2009 – Nov 2009

PORTSMOUTH, NH

WELLS FARGO ADVISORS, LLC

Jan 2008 – Sep 2009

PORTSMOUTH, NH

A. G. EDWARDS & SONS, INC.

Nov 2005 – Jan 2008

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 24, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Karen Lee Zaramba offer?

Karen Lee Zaramba specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Karen Lee Zaramba's credentials?

Karen Lee Zaramba holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karen Lee Zaramba located?

Karen Lee Zaramba 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 Karen Lee Zaramba charge for services?

Karen Lee Zaramba'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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