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Charles J. Consentino

NESTEGG FINANCIAL
NORTH ATTLEBORO, MA
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CRD#: 1739263
CC

Professional summary


Charles Joseph Consentino III, who also goes by Charles J Consentino III, Chuck Consentino, is a registered financial advisor currently at NESTEGG FINANCIAL located in North Attleboro, Massachusetts.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Charles has worked at 3 firms and has passed the Series 65, Series 63, Series 2 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Charles J Consentino Iii | Chuck Consentino

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.
I AM CURRENTLY A SOLE PROPRIETOR PERFORMING TAX PREPARATION SERVICES AT 2 SOUTH MAIN STREET IN MIDDLETON, MA. DURING FEBRUARY, MARCH AND HALF OF APRIL, I SPEND 10 HOURS PER DAY, SIX DAYS PER WEEK BUT ONLY OCCASIONAL HOURS DURING THE REST OF THE YEAR.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Charles Joseph Consentino III'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®
None

Experience


Current

April 15, 2005 - Present

NESTEGG FINANCIAL

RIA
CRD#: 128936
NORTH ATTLEBORO, MA
Past

May 10, 1989 - May 20, 1991

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
Past

March 3, 1989 - May 10, 1989

THE PIONEER GROUP, INC.

BD
CRD#: 1932

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/15/2005)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/22/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 6/5/1996
Non-Member General Securities Examination
General Industry/Product Exam

Current Firm


NF
NESTEGG FINANCIAL
CHARLES JOSEPH CONSENTINO, III | NESTEGG FINANCIAL | NESTEGG

CRD#: 128936 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/14/1994 Approved)
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Contact information


Main Address
2 South Main Street, Middleton, MA 01949
Mailing Address
Phone number
(781) 592-0006
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts50
AUM (Assets Under Management)$ 8,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NESTEGG FINANCIAL

CRD#: 128936North Attleboro, MA

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