Charles Edward Lovejoy
Investment adviser representative at Rise Advisors, LLC
12 yearsExperience
1 stateRegistered in
$441.2MFirm 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
12 years in the industry.
- Rise Advisors, LLCAug 2025 to now
- CrumpApr 2023 to Jul 2025
- KaflJan 2017 to Mar 2023
- MML Investors Services LLCJan 2015 to Dec 2016
- Massmutual Life Insurance CompanyDec 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rise Advisors, LLC
$441.2MAssets managed
472Clients
8Advisers
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
- 5026043
- Firm CRD
- 309760