Patrick John Clark
Investment adviser representative at Charter Research & Investment Group Inc
33 yearsExperience
1 stateRegistered in
$275.1MFirm assets
36 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Charter Research & Investment Group, Inc.May 1993 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (CT).
Charter Research & Investment Group Inc
$275.1MAssets managed
158Clients
4Advisers
36 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
- 2682402
- Firm CRD
- 106452