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Charles Joseph Doran

Prometheus Investment Advisors LLC

Greenwich, CT

CRD 5165351

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Employer firm

Prometheus Investment Advisors LLC CRD 291229

$21.6M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Prometheus Investment Advisors Llc

Greenwich, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-14
ME RA APPROVED 2021-04-08
LA RA APPROVED 2020-12-14
CT RA APPROVED 2018-05-08
TX RA APPROVED_RES 2018-05-04
  • CO RA
    APPROVED
    Since 2025-11-14
  • ME RA
    APPROVED
    Since 2021-04-08
  • LA RA
    APPROVED
    Since 2020-12-14
  • CT RA
    APPROVED
    Since 2018-05-08
  • TX RA
    APPROVED_RES
    Since 2018-05-04

Branch Locations

Greenwich, CT • 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
Questar Capital Corporation Minneapolis MN 05/2015 Present
Questar Asset Management Minneapolis MN 05/2015 Present
Prometheus Investment Advisors Llc Greenwich CT 01/2018 Present
  • 05/2015 → Present
    Questar Capital Corporation
    Minneapolis, MN
  • 05/2015 → Present
    Questar Asset Management
    Minneapolis, MN
  • 01/2018 → Present
    Prometheus Investment Advisors Llc
    Greenwich, CT
Previous Registrations
  • 2015-05-01 → 2018-05-08
    Questar Asset Management, Inc.
    Stamford, CT
    Minneapolis, MN
  • 2010-01-20 → 2015-05-04
    Spc
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-30
S66 Uniform Combined State Law Examination 2008-03-24
  • S65 Uniform Investment Adviser Law Examination
    2021-03-30
  • S66 Uniform Combined State Law Examination
    2008-03-24
Other Names
  • Charles J Doran

View on SEC IAPD

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