Unclaimed Profile

Todd Michael Cesca

CHARTER OAK CAPITAL MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

SIE, Series 6TO, Series 7, Series 24, Series 31, Series 63, Series 65Clean record23 years registeredCHARTER OAK CAPITAL MANAGEMENT, LLC

TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 4187446Firm CRD# 120870

Profile Verification

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

Identity

Todd Michael Cesca · PORTSMOUTH, NH

Registration

CRD #4187446 · CHARTER OAK CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Apr 2026 – present

CHARTER OAK CAPITAL MANAGEMENT

Jun 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · June 24, 2003

Years registered · 23

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 Todd Michael Cesca offer?

Todd Michael Cesca specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Todd Michael Cesca's credentials?

Todd Michael Cesca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Michael Cesca located?

Todd Michael Cesca 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 Todd Michael Cesca charge for services?

Todd Michael Cesca'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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