Unclaimed Profile

Lena Wyand

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

Clean recordCHARTER OAK CAPITAL MANAGEMENT, LLC

TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 5448070Firm CRD# 120870

Profile Verification

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

Identity

Lena Wyand · PORTSMOUTH, NH

Registration

CRD #5448070 · CHARTER OAK CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lena Wyand is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with CHARTER OAK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CHARTER OAK CAPITAL MANAGEMENT, LLC

CHARTER OAK CAPITAL MANAGEMENT

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARTER OAK CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5448070

Firm CRD# 120870

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lena Wyand offer?

Lena Wyand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Lena Wyand's credentials?

Lena Wyand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lena Wyand located?

Lena Wyand 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 Lena Wyand charge for services?

Lena Wyand'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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