CR
Charlton N. Reynders
REYNDERS, MCVEIGH CAPITAL MANAGEMENT
BOSTON, MA 02109
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CRD#: 2614296
CR
Professional summary
Charlton Nmn Reynders III, who also goes by Charlton Reynders III, is a registered financial advisor currently at REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts.
Charlton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Charlton has worked at 2 firms and has passed the Series 65 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charlton Reynders Iii
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.
ZEPHYR PRODUCTIONS, PRESIDENT AND FOUNDER, 1989 TO PRESENT. LARGE-FORMAT FILM PRODUCTION COMPANY FOUNDED IN 1989. 5 TO 10 HOURS DEVOTED PER MONTH - 1 TO 2 HOURS DURING SECURITY TRADING HOURS.
HIGHWOOD PRODUCTIONS, PRESIDENT AND FOUNDER, 1998 TO PRESENT. LARGE-FORMAT FILM PRODUCTION COMPANY FOUNDED IN 1998. 5 TO 10 HOURS DEVOTED PER MONTH - 1 TO 2 HOURS DURING SECURITY TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Charlton Nmn Reynders 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®
NoneExperience
Current
April 3, 2006 - Present
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
Office #1: 10 Post Office Square Suite N1010, Boston, MA 02109RIA
CRD#: 137342
BOSTON, MA
Past
December 31, 1994 - November 29, 2005
LOWELL BLAKE & ASSOCIATES INC.
RIA
CRD#: 105127
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RM
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
FRESH POND CAPITAL | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | REYNDERS CAPITAL MANAGEMENT, LLC | FRESH POND CAPITAL, LLC (RELYING ADVISER)
CRD#: 137342 / SEC#: 801-64812
RIA
Registered Investment Advisory firm - (11/21/2005 Approved)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(4/3/2006)
IAR
Texas(6/11/2010)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 12/14/1995
Non-Member General Securities ExaminationCurrent Firm
RM
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
FRESH POND CAPITAL | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | REYNDERS CAPITAL MANAGEMENT, LLC | FRESH POND CAPITAL, LLC (RELYING ADVISER)
CRD#: 137342 / SEC#: 801-64812
RIA
Registered Investment Advisory firm - (11/21/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 Post Office Square Suite N1010, Boston, MA 02109
Mailing Address
Phone number
(617) 226-9999
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 749 |
| AUM (Assets Under Management) | $ 3,916,569,543 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 11/27/2024 | ||
| 01/02/2024 | ||
| 11/28/2022 |
Red Flags
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Company Information
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
CRD#: 137342Boston, MA 02109TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
