Charles
Reagle
Gsb Wealth Management, LLC
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About this Advisor
Charles Reagle is a financial advisor based out of Guilford, Connecticut with 4 years of relevant experience. Reagle is an employee of Gsb Wealth Management, LLC. Throughout their career, they have worked at Diastole Wealth Management, Inc, Roche Diagnostics and Gsb Wealth Management, LLC. Reagle has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Connecticut. Gsb Wealth Management, LLC is a financial advisory company based in Guilford, CT. The company has offices in two locations and a total of 13 advisors. It manages $452 million in assets across its 1,342 accounts, making it one of the larger firms in the United States by assets under management. Of its 1,342 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fees typically are based on which services the firm provides the client. Fees charged by Gsb Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gsb Wealth Management, LLC Brokerage Details
$451,965,782
13
1,342
$336,785
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Charles Reagle Work History
Charles has been registered as a financial advisor for 4 years.*
Gsb Wealth Management, LLC
Diastole Wealth Management, Inc
Roche Diagnostics
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Reagle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gsb Wealth Management, LLC
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
East Haven, CT
East Haven, CT
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