CA
CA

Charles Forrest Albert

13 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Charles works as a consultant for Stillwater Financial, advising asset managers and optimizing presentations, dedicating about a quarter of his time. He also provides pet-sitting services through Rover, spending a few hours per week on this activity.

Employment History
Current Registrations
Crescent Advisor Group, INC.
May 2025 - Present · 9 mos
Previous Registrations
Crescent Advisor Group, INC.
August 2023 - December 2024 · 1 yr 4 mos
Aeon Capital INCBroker
October 2020 - June 2022 · 1 yr 8 mos
Trust Advisory Group LTD
June 2009 - June 2019 · 10 yrs
Advisory Group Equity Services LTD.Broker
May 2009 - June 2019 · 10 yrs 1 mo
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.