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Lena Wyand

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 5448070Firm CRD# 120870
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CHARTER OAK CAPITAL MANAGEMENT, LLC
CHARTER OAK CAPITAL MANAGEMENT
AUM
$1.1B
Regulatory assets under management
Employees
22
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5448070
Firm CRD# 120870
No disclosures on file
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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Other advisors in PORTSMOUTH
Sarah Serling Clapp — CHARTER OAK CAPITAL MANAGEMENT, LLCBradley Anderson Clark — CLARK ASSET MANAGEMENT, LLCNancy A Iannicelli — DHK FINANCIAL ADVISORS INCTimothy William Dempsey — DHK FINANCIAL ADVISORS INCJohn Joseph Degan — HARBOR ADVISORY CORPORATION
Nearby cities in New Hampshire
BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
BEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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