CHARLES C. ANDRIOLE
GRANITE ISLANDS PRIVATE WEALTH | Managing Director, Partner, Founder, Executive Chairman, Chief Investment Officer
GUILFORD, CT 06437
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CRD#: 1043075
Professional summary
CHARLES ANDRIOLE, CIMA®, who also goes by Charles VIncent Andriole, Charles Andriole, Vincent Charles Andriole, is a registered financial advisor currently at GRANITE ISLANDS PRIVATE WEALTH, LLC located in Guilford, Connecticut and SANCTUARY SECURITIES, INC. located in Guildford, Connecticut.
CHARLES is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. CHARLES has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Biography
In 1982, Charlie founded The Andriole Group with four core values in mind: integrity, respect, excellence, and client focus. Charlie envisioned a practice where individuals, families and their businesses could trust that their advisors not only had the resources and experience to help them achieve their financial objectives, but also the unbridled willingness to put their clients’ interests before their own. Now a team of twelve, Charlie has led The Andriole Group for over forty years with one resounding voice: when we put our clients’ best interests first, their success, as well as ours, will follow.
From the beginning of his career, Charlie has been committed to mentoring and enabling next generation leaders, which continues to be a passion as he shapes the ever-evolving future of The Andriole Group with his executive leadership team. Charlie also serves as the Senior Portfolio Manager of the firm, bringing his four decades of experience in discretionary investment management to The Andriole Group’s clients. Charlie focuses primarily on macroeconomic research and individual equity portfolios.
Charlie is a former member of the Board of Directors of the Academy of Certified Portfolio Managers. He is a member of the Chartered Financial Analyst Institute, the New York Society of Security Analysts, and the Investments & Wealth Institute. Charlie speaks frequently on discretionary investment management, business process and management, and collaborative leadership. He has been frequently recognized by his industry peers throughout his celebrated career – including an induction into Research Magazine’s 2004 Advisor Hall of Fame. In 2008, Charlie was honored by Connecticut Magazine as one of the Top Financial Advisors in Connecticut. Charlie has also been frequently recognized on Barron’s “Top 1,000 Advisors by-State” list and by the Financial Times on their list of Top Retirement Plan Advisors.
Charlie earned his Bachelor of Arts degree in Psychology from Villanova University. He completed postgraduate studies in Accounting at Villanova University, Economics at Yale University, Finance at New York University, Technical Market Analysis at the New York Institute of Finance, as well as Executive Education in Business and Leadership at the University of Pennsylvania’s Wharton School of Business, Portfolio Management Analytics at the University of Chicago Graduate School of Business, and Behavioral Finance at Harvard University. He holds his Certified Portfolio Manager® (CPM®) and Certified Investment Management Analyst® (CIMA®) designations.
One of The Andriole Group’s most important core values has always been giving back – and Charlie has always embodied this value through his actions. Charlie founded The Andriole Fund of the Branford Community Foundation in 1997 and is a former member of the Board of Directors. He is a former member of the United Way of Branford, Connecticut, a former member of The Children’s Center of Hamden, the former Chairman of the Board of Managers of the Soundview Family YMCA, a former member of the Board of Directors of the Central Connecticut Coast YMCA, and the President of the Yale Youth Hockey Association. Charlie is also a member of the Alexis de Tocqueville Society of the United Way of Greater New Haven, as well as a 2010 recipient of the Alexis de Tocqueville Society Award for commitment to community service.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Vincent Andriole | Charles Andriole | Vincent Charles Andriole
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. GRANITE ISLANDS PRIVATE WEALTH, LLC POSITION: Founder and Managing Director NATURE: Operating entity for investment advisory business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/13/2025 ADDRESS: 157 Goose Lane, Guilford CT 06437, United States DESCRIPTION: Owner/Investment Advisor 2. THE CA ADVISORY, LLC POSITION: Member NATURE: Operating entity for investment advisory business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/13/2025 ADDRESS: 47 Blackstone Avenue, Branford CT 06405, United States DESCRIPTION: Owner/Investment Advisor
CRS (Client Relationship Summary) - RIA
Click below to view CHARLES ANDRIOLE's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 27, 2025 - Present
GRANITE ISLANDS PRIVATE WEALTH, LLC
Office #1: 157 Goose Lane #3, Guilford, CT 06437RIA
CRD#: 336263
GUILFORD, CT
Current
August 27, 2025 - Present
SANCTUARY SECURITIES, INC.
Office #1: 157 Goose Lake Road Suite 3, Guildford, CT 06437BD
CRD#: 205
GUILDFORD, CT
Past
November 21, 2013 - April 9, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
MADISON, CT
Past
November 15, 2013 - April 9, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
MADISON, CT
Past
November 19, 2004 - November 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MADISON, CT
Past
November 19, 2004 - November 19, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MADISON, CT
Past
July 1, 2003 - November 23, 2004
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WESTPORT, CT
Past
July 1, 2003 - November 23, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
February 20, 1992 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
WESTPORT, CT
Past
April 29, 1982 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/27/2025)
RR
Connecticut(8/27/2025)
IAR
Connecticut(8/27/2025)
RR
Florida(8/28/2025)
RR
Massachusetts(9/2/2025)
RR
New York(8/28/2025)
RR
Pennsylvania(8/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GI
GRANITE ISLANDS PRIVATE WEALTH, LLC
GRANITE ISLAND PRIVATE WEALTH, LLC | GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD#: 336263 / SEC#: 801-134124
RIA
Registered Investment Advisory firm - (8/8/2025 120-Day Approval)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
157 Goose Lane #3, Guilford, CT 06437
Mailing Address
Phone number
(203) 889-3899
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Red Flags
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Company Information
GRANITE ISLANDS PRIVATE WEALTH, LLC
Managing Director, Partner, Founder, Executive Chairman, Chief Investment OfficerCRD#: 336263Guilford, CT 06437TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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