Lena
Wyand
Charter Oak Capital Management
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About this Advisor
Lena Wyand is a financial advisor based in Portsmouth, New Hampshire, working with Charter Oak Capital Management. Lena has previously held a position at Charter Oak Capital Management. Lena has passed the Series 65 regulatory exam and is registered to provide services in Maine and New Hampshire. Currently, Lena is part of Charter Oak Capital Management, which operates out of Portsmouth, New Hampshire. The firm has 2 offices and 22 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Charter Oak Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charter Oak Capital Management Brokerage Details
$1,109,715,192
22
4,048
$274,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Lena Wyand Work History
Charter Oak Capital Management
Disclosures
Please visit the SEC profile of Lena Wyand 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
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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