AdvisorOS Directory
Claim Profile
CH

Charles William Harris

TEUCRIUM INVESTMENT ADVISORS, LLC·BURLINGTON, Vermont
Unclaimed Profile
THREE MAIN STREET, BURLINGTON, VT 05401CRD# 5973723Firm CRD# 318799
01

About

Charles William Harris is a registered financial advisor based in BURLINGTON, Vermont, affiliated with TEUCRIUM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
TEUCRIUM INVESTMENT ADVISORS, LLC
TEUCRIUM INVESTMENT ADVISORS, LLC
AUM
$5M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at TEUCRIUM INVESTMENT ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5973723
Firm CRD# 318799
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGTON?

Browse all registered financial advisors in BURLINGTON, Vermont or claim this profile if it's yours.

Browse BURLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles William Harris offer?
Charles William Harris specializes in Investment Management, Fee-Only Advisory. Contact their office in BURLINGTON, Vermont for a consultation.
What are Charles William Harris's credentials?
Charles William Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles William Harris located?
Charles William Harris is based in BURLINGTON, Vermont, working with TEUCRIUM INVESTMENT ADVISORS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Charles William Harris charge for services?
Charles William Harris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEUCRIUM INVESTMENT ADVISORS, LLC?
TEUCRIUM INVESTMENT ADVISORS, LLC has approximately 9 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURLINGTON
James Joseph Burns — GSAM STABLE VALUE, LLCMatthew William Strobeck — BIRCHVIEW CAPITAL, LPBenjamin Grant Small — BIRCHVIEW CAPITAL, LPRichard Mccormick — BIRCHVIEW CAPITAL, LPJohn Kingston Dwight — DWIGHT ASSET MANAGEMENT COMPANY LLC
Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile