Be advised. This firm is no longer registered.

Charles Carroll Financial Partners, LLC

Charles Carroll Financial Partners, LLC (CRD# 147960) is a financial advisory firm headquartered in Needham, MA. They manage $99,204,939 in 111 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $893,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, VA

Financial Advisors at Charles Carroll Financial Partners, LLC
No Advisor Found.
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