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Charles Christian Von Stackelberg

Radius Wealth Management, Inc.

Boston, MA

Arlington, MA

CRD 6557302

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Employer firm

Radius Wealth Management, Inc. CRD 168159

$159M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Radius Wealth Management, Inc.

1 Mariana Park Drive Suite 1484, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-05-02
  • MA RA
    APPROVED
    Since 2016-05-02

Branch Locations

1 Mariana Park Drive Suite 1484, Boston, MA 02210 • United States

Arlington, MA • 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
Employment History
OrganizationCityStateFromTo
Radius Wealth Management Llc Arlington MA 04/2014 Present
  • 04/2014 → Present
    Radius Wealth Management Llc
    Arlington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-23
  • S65 Uniform Investment Adviser Law Examination
    2016-04-23
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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