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Samuel Richardson Reid

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire
Clean recordCHARTER OAK CAPITAL MANAGEMENT, LLC
TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 5209980Firm CRD# 120870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Samuel Richardson Reid · PORTSMOUTH, NH
Registration
CRD #5209980 · CHARTER OAK CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Samuel Richardson Reid 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
Introduction

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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# 5209980
Firm CRD# 120870
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel Richardson Reid offer?
Samuel Richardson Reid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Samuel Richardson Reid's credentials?
Samuel Richardson Reid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Richardson Reid located?
Samuel Richardson Reid 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 Samuel Richardson Reid charge for services?
Samuel Richardson Reid'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 at CHARTER OAK CAPITAL MANAGEMENT, LLC

Sarah Serling Clapp
PORTSMOUTH, NH
Jeffrey Scott Troiano
PORTSMOUTH, NH
Todd Michael Cesca
PORTSMOUTH, NH
Karen Lee Zaramba
PORTSMOUTH, NH
Lena Wyand
PORTSMOUTH, NH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
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Research
Advisor Fees in New HampshireNational Fee Analysis
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