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Charlise B Whiteside

Stonehaven Private Wealth Management LLC

Manchester By The Sea, MA

CRD 4913654

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Employer firm

Stonehaven Private Wealth Management LLC CRD 168393

$13.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Stonehaven Private Wealth Management Llc

Manchester By The Sea, MA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
FL RA APPROVED 2026-01-02
MA RA APPROVED 2013-07-16
  • CA RA
    APPROVED
    Since 2026-01-02
  • FL RA
    APPROVED
    Since 2026-01-02
  • MA RA
    APPROVED
    Since 2013-07-16

Branch Locations

Manchester By The Sea, 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
Stonehaven Private Weatlh Management Llc Gloucester MA 06/2013 Present
Charlise Whiteside, Sole Proprietor Gloucester MA 02/2012 Present
  • 06/2013 → Present
    Stonehaven Private Weatlh Management Llc
    Gloucester, MA
  • 02/2012 → Present
    Charlise Whiteside, Sole Proprietor
    Gloucester, MA
Previous Registrations
Other Businesses

LICENSED INSURANCE AGENT, APPROXIMATELY 4% OF TIME.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-21
  • S66 Uniform Combined State Law Examination
    2010-09-21
Designations
  • Certified Financial Planner
Other Names
  • Charlise B. Whiteside
  • Charlise Noel Brown

View on SEC IAPD

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