Jeffrey
Carlisle
Vigilant Wealth Management
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About this Advisor
Jeffrey Carlisle is a financial advisor working out of Portland, Maine who has 21 years of industry experience. Carlisle is currently employed by Vigilant Wealth Management. They have worked at Vigilant Wealth Management for their entire career. Carlisle maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut, Maine, New Hampshire and Texas. Vigilant Wealth Management is a registered investment business that has its headquarters in Portland, ME. The company has a total of 29 employees. It administers $2 billion in assets under management between its 1,753 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 1,753 accounts, 83% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely depend on which services the firm provides the client. Fee types billed by Vigilant Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vigilant Wealth Management Brokerage Details
$2,200,862,557
29
1,753
$1,255,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Carlisle Work History
Jeffrey has been registered as a financial advisor for 21 years.*
Vigilant Capital Management, LLC
*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 Jeffrey Carlisle 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 Vigilant Wealth Management
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portsmouth, NH
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