Best Investors Account Sign in
Inactive

Eugene Robert Akerberg

Charter Oak Capital Management

Portsmouth, NH

Kennebunk, ME

Claim This Profile
Current Employers
Charter Oak Capital Management

Two International Drive Suite 325, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2014-03-13
NH RA APPROVED 2003-10-28
  • ME RA
    APPROVED
    Since 2014-03-13
  • NH RA
    APPROVED
    Since 2003-10-28

Branch Locations

Two International Drive Suite 325, Portsmouth, NH 03801 • United States

62 Portland Road Suite 37, Kennebunk, ME 04043 • 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
Charter Oak Capital Management Kennebunk ME 09/2003 Present
Purshe Kaplan Sterling Investments Albany NY 01/2005 07/2019
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-22
S63 Uniform Securities Agent State Law Examination 1990-07-13
  • S65 Uniform Investment Adviser Law Examination
    2003-05-22
  • S63 Uniform Securities Agent State Law Examination
    1990-07-13
Designations
Other Names
  • Eugene Robert Akerberg

View on SEC IAPD

Other Firms

NVEST FINANCIAL, LLC
DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP

Other Offices

NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTSMOUTH, NH

More in Portsmouth, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor