Todd
Cesca
Charter Oak Capital Management
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About this Advisor
Todd Cesca is a financial advisor who works out of Portland, Maine who has 20 years of industry experience. Cesca is an employee of Charter Oak Capital Management. Over the course of their career, they have held roles at Charter Oak Capital Management Formerly Troiano & Associates and Purshe Kaplan Sterling Investments. Cesca has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maine, New Hampshire and Texas. Charter Oak Capital Management is a financial advisory firm based out of Portsmouth, NH. The company has offices in three locations and a total of 21 advisors. It handles $983 million in assets between its 4,284 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 4,284 client accounts, 21% are held by high-net-worth individuals who have at least $1 million in investable assets. Charter Oak Capital Management has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fee schedules are based on which service is provided. However, fee types billed by Charter Oak Capital Management may include 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
Todd Cesca Work History
Todd has been registered as a financial advisor for 20 years.*
Charter Oak Capital Management Formerly Troiano & Associates
Purshe Kaplan Sterling Investments
*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 Todd Cesca 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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