Alicia
Chiamulera
Charter Oak Capital Management
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About this Advisor
Alicia Chiamulera is a certified financial planner operating in Portsmouth, New Hampshire who has 5 years of relevant experience. Chiamulera is an advisor for Charter Oak Capital Management. Throughout their career, Chiamulera has worked at Windhaven Investment Management, Inc, Cadwalader Wickersham & Taft Llp, Unemployed - Post Graduate Program At Boston University, O'Brien Wealth Partners LLC and Charter Oak Capital Management. Chiamulera has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Maine and New Hampshire. Charter Oak Capital Management is a registered investment company that has its headquarters in Portsmouth, NH. The company has offices in three locations and a total of 21 people on staff. It controls $983 million in total assets among its 4,284 customer accounts, making it one of the larger firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 4,284 client accounts, 21% belong to high-net-worth investors who have more than $1 million in investable assets. Charter Oak Capital Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Charter Oak Capital Management likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Charter Oak Capital Management Brokerage Details
$983,419,357
21
4,284
$229,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Alicia Chiamulera Work History
Alicia has been registered as a financial advisor for 5 years.*
Charter Oak Capital Management
O'Brien Wealth Partners LLC
Windhaven Investment Management, Inc
Unemployed - Post Graduate Program At Boston University
Cadwalader Wickersham & Taft Llp
*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 Alicia Chiamulera 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 Charter Oak Capital Management
Portland, ME
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
