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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Charter Research & Investment Group Inc. financial advisors

Every SEC-registered investment adviser representative at Charter Research & Investment Group Inc., by the state and city of the office they work from.

The short answer

4 registered advisors work at Charter Research & Investment Group Inc., in 1 state and 1 city; the most are in Southport, CT (4). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Charter Research & Investment Group Inc. advisor by name →Who joined and left Charter Research & Investment Group Inc. →Charter Research & Investment Group Inc.: assets, clients and custodians →

Cities with the most Charter Research & Investment Group Inc. advisors

Southport, CT 4

Charter Research & Investment Group Inc. advisors by state

Charter Research & Investment Group Inc. in Connecticut 4

Southport 4

Questions

How many financial advisors does Charter Research & Investment Group Inc. have?

4 investment adviser representatives are registered with Charter Research & Investment Group Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Charter Research & Investment Group Inc. have the most advisors?

Southport, CT, with 4 registered advisors. By state, Connecticut has the most, with 4.

How do I find a Charter Research & Investment Group Inc. financial advisor near me?

Pick your state below, then your city, to see every Charter Research & Investment Group Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Charter Research & Investment Group Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →