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Paula Mastroni Luciani

Charter Research & Investment Group Inc.

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About Paula Mastroni Luciani

Paula Luciani is a registered Investment Advisor Representative with Charter Research & Investment Group Inc. Paula is a Connecticut-licensed professional who has been in the industry since 1987. Paula has worked in the industry for over 30 years, previously with Nutmeg Securities, LTD. and Sperber Adams & Company, Inc. Paula has a Series 7 and Series 63 license. Paula specializes in providing financial planning and portfolio management for individuals. Paula's firm, Charter Research & Investment Group Inc., is a registered investment advisor with over $243 million in assets under management. The firm provides financial planning and portfolio management for individuals, pension plans, and charitable organizations.

Firm Information

Paula Luciani is currently registered with Charter Research & Investment Group Inc.. Charter Research & Investment Group Inc. is a registered investment advisor located in SOUTHPORT, CT. The firm manages approximately $243,860,647 in assets for 375 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Charter Research & Investment Group Inc.

2507 POST ROAD

SOUTHPORT, CT 06890

$243.86M

Assets Under Management

159

Total Clients

4

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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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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Paula Luciani’s Registration & Firm History

CT

10/17/1990 - Present

Charter Research & Investment Group Inc. (Southport CT)

NY

02/15/1989 - 12/01/2005

NUTMEG SECURITIES, LTD. (NEW YORK NY)

NA

09/22/1987 - 01/09/1989

SPERBER ADAMS & COMPANY, INC.

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Licenses & Designations

BC

Issued 10/02/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paula Mastroni Luciani.
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