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Charles Francis Kreitler

Kreitler Financial LLC

New Haven, CT

CRD 4923222

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Employer firm

Kreitler Financial LLC CRD 309056

$585M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Kreitler Financial Llc

265 Church Street Suite 501, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-01-17
CT RA APPROVED 2020-07-01
TX RA APPROVED 2020-07-01
  • VT RA
    APPROVED
    Since 2025-01-17
  • CT RA
    APPROVED
    Since 2020-07-01
  • TX RA
    APPROVED
    Since 2020-07-01

Branch Locations

265 Church Street Suite 501, New Haven, CT 06510 • 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
Raymond James Financial Services, Inc. New Haven CT 02/2005 07/2020
Raymond James Financial Services Advisors, Inc New Haven CT 01/2009 07/2020
Kreitler Financial New Havern CT 07/2020 Present
Previous Registrations
Other Businesses

Independent insurance agent, 9/22/2021, approx. 1 hour per month; non-investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-13
  • S66 Uniform Combined State Law Examination
    2005-10-13
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

UBS FINANCIAL SERVICES INC.
STRATEGIC ADVISERS LLC
WASHINGTON TRUST ADVISORS

Nearby Investors

DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI

Nearby Offices

UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
STRATEGIC ADVISERS LLC · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT

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