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Charles Owen tallant Wyman

Seven Post Investment Office LP

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About Charles Owen tallant Wyman

Charles Wyman is an Investment Advisor Representative with Seven Post Investment Office LP. Charles has been in the industry since 1996 and has worked for several prominent firms including Goldman, Sachs & Co., GCA Savvian Advisors, LLC, and Putnam Lovell NBF Securities Inc. Charles is registered with the state of California.

Firm Information

Charles Wyman is currently registered with Seven Post Investment Office LP. Seven Post Investment Office LP is an investment advisory firm located in SAN FRANCISCO, CA. They offer a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and investment consulting services. They manage approximately $7.5 billion in assets for a variety of clients, including high-net-worth individuals, private endowments, and charitable organizations.
Seven Post Investment Office LP

ONE MONTGOMERY STREET

SAN FRANCISCO, CA 94104-4505

$7.49B

Assets Under Management

Not reported

Total Clients

13

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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investment consulting services

Investment consulting services

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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Charles Wyman’s Registration & Firm History

CA

09/19/2011 - Present

Seven Post Investment Office LP (SAN FRANCISCO CA)

NY

08/05/2008 - 09/23/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

CA

07/18/2005 - 07/25/2008

GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)

NY

08/06/2002 - 06/27/2005

PUTNAM LOVELL NBF SECURITIES INC. (NEW YORK NY)

NY

06/25/1996 - 08/02/2000

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Owen tallant Wyman.
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