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William Hinchliffe Dunn

Charter Research & Investment Group Inc

Southport, CT

CRD 4670712

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Employer firm

Charter Research & Investment Group Inc CRD 106452

$275M regulatory AUM 161 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Charter Research & Investment Group Inc

2507 Post Road, Southport, CT 06890 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2003-07-21
  • CT RA
    APPROVED
    Since 2003-07-21

Branch Locations

2507 Post Road, Southport, CT 06890 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No

View on SEC IAPD

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Nearby Offices

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