Charles Alfred Constantino
Investment adviser representative at The Ameriflex Group
18 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupDec 2023 to now
- Montage Wealth ManagementNov 2016 to now
- OsaicNov 2023 to Jun 2025
- Commonwealth Financial NetworkNov 2016 to Dec 2023
- Hornor Townsend & Kent IncFeb 2008 to Nov 2016
- Penn Mutual Life Ins CoFeb 2008 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2445532
- Firm CRD
- 305585