Charles
Norton
Amerity Wealth Management, LLC
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About this Advisor
Charles Norton is a financial advisor based in Concord, Massachusetts, working with Amerity Wealth Management, LLC. Charles has previously held positions at Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Trustees Of Amherst College, Estateworks Systems LLC, Guardian Life Ins, Park Avenue Securities, Lincoln Investment, Alexander Peter Wealth Management, Beacon Global Advisor Network, LLC, Crosby's Marketplace, Ingenius Prep, Amerity Wealth Management, LLC, and Alexander Peter Insurance, LLC. Charles has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Charles is part of Amerity Wealth Management, LLC, which operates out of Concord, Massachusetts. The firm has 12 offices and 15 employees. The firm manages assets totaling $141.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Amerity Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Amerity Wealth Management, LLC Brokerage Details
$141,035,797
15
496
$284,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Norton Work History
Amerity Wealth Management, LLC
Alexander Peter Insurance, LLC
Alexander Peter Wealth Management
Beacon Global Advisor Network, LLC
Crosby'S Marketplace
Ingenius Prep
Lincoln Investment
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Guardian Life Ins
Park Avenue Securities
Trustees Of Amherst College
Estateworks Systems LLC
Disclosures
Please visit the SEC profile of Charles Norton 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 Amerity Wealth Management, LLC
Concord, MA
Lakeland, FL
Essex,
Lakeland, FL
Setubal,
Aberdeen,
Norwich,
West Palm Beach, FL
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