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Anthony Ciaramitaro

Charter OAK Capital Management

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About Anthony Ciaramitaro

Anthony Ciaramitaro is an investment advisor representative currently registered with Charter Oak Capital Management, LLC. Anthony has been in the industry since 2019 and holds both the Series 7 and Series 66 registrations. Anthony also holds a current state registration as an Investment Advisor Representative in New Hampshire and Maine. Anthony has prior experience with Eaton Vance Distributors, Inc. and LPL FINANCIAL LLC. Anthony's primary focus is in providing financial planning and portfolio management services for individual and business clients.

Firm Information

Anthony Ciaramitaro is currently registered with Charter OAK Capital Management. Charter OAK Capital Management is an investment advisory firm located in PORTSMOUTH, NH, United States. The firm advises high-net-worth individuals, individuals other than high-net-worth, and charitable organizations, with a total of 4,048 accounts and approximately $1,109,715,192 in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
Charter OAK Capital Management

TWO INTERNATIONAL DRIVE

PORTSMOUTH, NH 03801

$1.11B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Ciaramitaro’s Registration & Firm History

NH

02/13/2025 - Present

Charter OAK Capital Management (PORTSMOUTH NH)

MA

04/01/2023 - 05/12/2023

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 09/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Ciaramitaro.
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