Investment adviser representative · Stonehaven Private Wealth Management LLC
Charlise B. Whiteside
CRD 4913654 · Manchester By The Sea, MA
At a glance
Charlise B. Whiteside is an investment adviser representative with Stonehaven Private Wealth Management LLC in Manchester By The Sea, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charlise’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Stonehaven Private Wealth Management LLCSince July 2013Manchester By The Sea, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charlise’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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