Charles
Herendeen
American Portfolios Advisors, Inc
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About this Advisor
Charles Herendeen is a financial advisor based in Holbrook, New York, working with American Portfolios Advisors, Inc. Charles has previously held positions at American Portfolios Financial Services and Apfs Wealth Management, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New York. Currently, Charles is part of American Portfolios Advisors, Inc, which operates out of Holbrook, New York. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 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, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Portfolios Advisors, Inc Brokerage Details
$13,083,636,201
700
54,553
$239,833
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Charles Herendeen Work History
Apfs Wealth Management, Inc
American Portfolios Financial Services
Disclosures
Please visit the SEC profile of Charles Herendeen 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 American Portfolios Advisors, Inc
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Holbrook, NY
Boca Raton, FL
Holbrook, NY
Jacksonville, FL
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