CHARTER OAK CAPITAL MANAGEMENT, LLC

CHARTER OAK CAPITAL MANAGEMENT
PORTSMOUTH, New Hampshire·6 registered advisors·CRD# 120870
SEC# 801-648082800-646-5720
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CHARTER OAK CAPITAL MANAGEMENT, LLC

6 registered advisors
Jeffrey Scott Troiano
PORTSMOUTH, New Hampshire
Karen Lee Zaramba
PORTSMOUTH, New Hampshire
Lena Wyand
PORTSMOUTH, New Hampshire
Samuel Richardson Reid
PORTSMOUTH, New Hampshire
Sarah Serling Clapp
PORTSMOUTH, New Hampshire
Todd Michael Cesca
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
6 advisors

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Data sourced from SEC Form ADV filings. CHARTER OAK CAPITAL MANAGEMENT, LLC (CRD# 120870) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.