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Katy Morrison Carr

Charter OAK Capital Management

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About Katy Morrison Carr

Katy Morrison Carr is an investment advisor representative at Charter Oak Capital Management. Katy is a Registered Representative, and has been in the industry for 20 years. Katy has experience with financial planning, educational seminars, and portfolio management for businesses and individuals. Katy is registered with the states of Maine and New Hampshire.

Firm Information

Katy Carr 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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Katy Carr’s Registration & Firm History

NH

06/07/2016 - Present

Charter OAK Capital Management (PORTSMOUTH NH)

NH

07/25/2016 - 12/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (PORTSMOUTH NH)

ME

05/21/2013 - 05/09/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (YORK ME)

NH

01/01/2008 - 05/22/2013

WELLS FARGO ADVISORS, LLC (PORTSMOUTH NH)

NH

01/29/2002 - 01/03/2008

A. G. EDWARDS & SONS, INC. (PORTSMOUTH NH)

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Licenses & Designations

BOTH

Issued 06/26/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katy Morrison Carr.
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