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Samuel Richardson Reid

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire
Series 65Clean record19 years registeredCHARTER 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Apr 2026 – present
CHARTER OAK CAPITAL MANAGEMENT
Oct 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 9, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARTER OAK CAPITAL MANAGEMENT, LLC
CRD 120870 · SEC 801-64808
AUM
$1.1B
Regulatory assets under management
Employees
22
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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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
Lena Wyand
PORTSMOUTH, NH
Karen Lee Zaramba
PORTSMOUTH, NH
CFP
Todd Michael Cesca
PORTSMOUTH, NH

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ChFC

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Nearby cities in New Hampshire
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Research
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