Emma
Bean
Charter Oak Capital Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Emma Bean is a certified financial planner who works in Portsmouth, New Hampshire, with 8 years of relevant experience. Bean currently works for Charter Oak Capital Management. Throughout their career, Bean has worked at Morgan Stanley, Disability Rms, Buffleheads Restaurant, Morgan Stanley Private Bank, National Association and Charter Oak Capital Management. Bean holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maine and New Hampshire. Charter Oak Capital Management is a financial advisory business based out of Portsmouth, NH. The investment advisory business has offices in three locations and a total of 21 advisors. It has $983 million in total assets among its 4,284 accounts, placing it among the larger firms in the nation by assets under management. The firm advises 12 charities and foundations. Of its 4,284 client accounts, 21% are associated with high-net-worth investors who have greater than $1 million in assets. Charter Oak Capital Management has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advice usually vary depending on which service is provided. Fees charged by Charter Oak Capital Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Emma Bean Work History
Emma has been registered as a financial advisor for 8 years.*
Charter Oak Capital Management
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disability Rms
Buffleheads Restaurant
*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 Emma Bean 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.
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.
