CHARTER RESEARCH & INVESTMENT GROUP INC
CRD #106452 SEC #801-37458 SOUTHPORT, CT 203-259-4004
SEC Registered
Total AUM
$254.4M
Discretionary
$254.4M
Employees
3
Clients
10
Accounts
360
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | NA | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | NA | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | NA | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | NA | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | NA | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | NA | |
| GRENNAN, MICHAEL, JAMES | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| GRENNAN, MICHAEL, JAMES | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| GRENNAN, MICHAEL, JAMES | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| GRENNAN, MICHAEL, JAMES | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| GRENNAN, MICHAEL, JAMES | I | VICE PRESIDENT AND SECRETARY | NA | Control |
| CLARK, PATRICK, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER | E | |
| CLARK, PATRICK, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER | E | Control |
| CLARK, PATRICK, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER | E | Control |
| CLARK, PATRICK, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER | E | Control |
| CLARK, PATRICK, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, TREASURER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | D | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | D | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | D | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | D | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | D | Control |
| LUCIANI, PAULA, MASTRONI | I | PRESIDENT | D | Control |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | C | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | |
| CLARK, PATRICK, JOHN | I | VICE PRESIDENT | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (7)
CT FL MA NH NY PA TX
Address
2507 POST ROADSOUTHPORT, CT 06890
United States
Phone: 203-259-4004