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Patrick John Clark

Charter Research & Investment Group Inc

Southport, CT

CRD 2682402

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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 1996-03-08
  • CT RA
    APPROVED
    Since 1996-03-08

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
Employment History
OrganizationCityStateFromTo
Charter Research & Investment Group, Inc. Fairfield CT 05/1993 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-03
  • S65 Uniform Investment Adviser Law Examination
    1995-11-03

View on SEC IAPD

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