Charles
Stephen
Glenwood Investment Group, LLC
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About this Advisor
Charles Stephen is a chartered financial consultant operating in Manchester, New Hampshire with 18 years of relevant experience. Stephen works at Glenwood Investment Group, LLC. Over the course of their career, they have held roles at Glenwood Investment Group, LLC and Affinity Investment Group, LLC. Stephen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Massachusetts, New Hampshire and Texas. Glenwood Investment Group, LLC is a registered investment business operating out of Manchester, NH. The company has offices in five locations and just five people on staff. It oversees $131 million in total assets across its 885 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Glenwood Investment Group, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Glenwood Investment Group, LLC Brokerage Details
$131,342,259
5
885
$148,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Charles Stephen Work History
Charles has been registered as a financial advisor for 18 years.*
Glenwood Investment Group, LLC
Affinity Investment Group, 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 Charles Stephen 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 Glenwood Investment Group, LLC
Manchester, NH
Manchester, 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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