Charles
Stennett

Saltmarsh Financial Advisors, L.L.C

CRD#5732631
Investment Advisor
in Tampa, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Stennett is a financial advisor based in Tampa, Florida, working with Saltmarsh Financial Advisors, L.L.C. Charles has previously held positions at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Saltmarsh Financial Advisors, LLC. Charles has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Charles is part of Saltmarsh Financial Advisors, L.L.C, which operates out of Tampa, Florida. The firm has 1 office and 6 employees. The firm manages assets totaling $279.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Saltmarsh Financial Advisors, L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 N. Franklin Street Suite 2720
Tampa, FL 33602

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Saltmarsh Financial Advisors, L.L.C Brokerage Details

Total Assets Under Management

$278,965,000

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

523

FL Average: 2,474
Average Account Size

$533,394

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Charles Stennett Work History

2018 - Present (7 years)

Saltmarsh Financial Advisors, LLC

2015 - 2018 (3 years)

Tiaa

2015 - 2018 (3 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2015 (2 years)

Usaa Financial Advisors, Inc

2013 - 2015 (2 years)

Usaa Financial Planning Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Charles Stennett 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 Saltmarsh Financial Advisors, L.L.C

Mark Hemby
Pensacola, FL
Christina Doss
Pensacola, FL
Charles Stennett
Tampa, FL
Sarah Horne
Pensacola, FL
Pierce Broscious
Pensacola, FL
George Peaden
Pensacola, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started