CD
CFA
CD
CFA

Charles Murray Dwight

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B

Fee Structure

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Location

Kennebunk, ME

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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 spends about half of his time as an Investment Advisor Representative with the Ontario Securities Commission.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
March 2013 - Present · 12 yrs 11 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.