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185 Asylum Street City Place Ii, 11Th Floor, Hartford, CT 06103-3402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-20 |
| FL | RA | APPROVED | 2025-10-22 |
| MA | RA | APPROVED | 2025-10-22 |
| VT | RA | APPROVED | 2025-10-16 |
| CT | RA | APPROVED | 2025-10-15 |
| PA | RA | APPROVED | 2025-10-15 |
| RI | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-15 |
Branch Locations
533 Congress Street, Portland, ME 04101 • United States
185 Asylum Street City Place Ii, 11Th Floor, Hartford, CT 06103-3402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley Investment Partners, Llc | Wellesley | MA | 08/2016 | 04/2020 |
| Rinet Company, Llc | Boston | MA | 05/2020 | 03/2022 |
| Bradley Foster & Sargent | Hartford | CT | 08/2025 | Present |
| Clearstead Trust | Portland | ME | 03/2022 | 08/2025 |
Charles S. Willauer also serves as a Trustee for the Thompson Island Outward Bound Education Center. In his capacity as Trustee, Mr. Willauer chairs the organization's Investment Committee, where he oversees the committee and a third-party advisor that is responsible for managing the organization's endowment. Mr. Willauer spends less than 2% percent of his time on this activity and does not receive any compensation for the services he provides to this organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
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