Alexandra Marie Cali
Investment adviser representative at Charter Capital Management, Inc
10 yearsExperience
1 stateRegistered in
$462.2MFirm assets
45 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Charter Capital Management, IncFeb 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
Charter Capital Management, Inc
Legal name: Charter Capital Management, LLC
$462.2MAssets managed
362Clients
4Advisers
45 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
- 6656336
- Firm CRD
- 35919