The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

85. Charter Oak Capital Management

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Charter Oak Capital Management, based in Portsmouth, New Hampshire, is ranked No. 85 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.4 billion
Accounts Under Management: 1,359
Years in Business: 19

  • Physical offices in Maine and New Hampshire
  • $350,000 minimum asset threshold

Leadership and Contact Information:
Sarah Serling, chief executive officer, senior financial advisor and partner
Jeff Troiano, managing partner and senior financial advisor
Cindi Carbino, chief operating officer and chief financial officer

charteroakcm.com
Two International Drive, Suite 325, Portsmouth, NH 03801
(800) 646-5720

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