Charter Oak Capital Management LLC
Legal Name: CHARTER OAK CAPITAL MANAGEMENT, LLC
Full Contact Details
Charter Oak Capital Management LLC
TWO INTERNATIONAL DRIVE, SUITE 325, PORTSMOUTH, NH
800-646-5720
866-289-0903
Other Info
Charter Oak Capital Management, LLC is a DE Limited Liability Company that has been approved by the U.S. Securities and Exchange Commission. With 17 employees, including 10 in advisory roles, the firm currently serves nine clients. Founded on November 2, 2005, Charter Oak Capital Management, LLC continues to provide exceptional financial advisory services to its clients.
Charter Oak Capital Management — Charter Oak Capital Management
We work together with our clients, providing them with easy-to-understand recommendations and helping them implement those strategies every step of the way.
Direct Owners
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JEFFREY SCOTT TROIANO
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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KAREN LEE ZARAMBA
PARTNER owns more than 10% but less than 25%
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LENA WYAND
PARTNER owns more than 10% but less than 25%
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SAMUEL RICHARDSON REID
PARTNER owns more than 10% but less than 25%
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TODD MICHAEL CESCA
PARTNER owns more than 10% but less than 25%
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