Charles
Stennett
Saltmarsh Financial Advisors, L.L.C
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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
Services Offered
Fee Structure
Office Location
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Saltmarsh Financial Advisors, L.L.C Brokerage Details
$278,965,000
6
523
$533,394
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Charles Stennett Work History
Saltmarsh Financial Advisors, LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
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
Pensacola, FL
Pensacola, FL
Tampa, FL
Pensacola, FL
Pensacola, FL
Pensacola, FL
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