Kenan Nacar

CHARLES RIVER WEALTH MANAGEMENT

Burlington, MA 01803

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CRD#: 4209369

Professional summary

Kenan Nacar, CFP® is a registered financial advisor currently at CHARLES RIVER WEALTH MANAGEMENT, LLC located in Burlington, Massachusetts.

Kenan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kenan has worked at 5 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenan Nacar's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

September 1, 2017 - Present

CHARLES RIVER WEALTH MANAGEMENT, LLC

Office #1: 50 Mall Road Suite 209, Burlington, MA 01803

RIA

CRD#: 288017

Burlington, MA

Past

June 28, 2011 - November 20, 2017

SAGAMORE WEALTH MANAGEMENT, LLC

RIA

CRD#: 156447

BURLINGTON, MA

Past

August 13, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 13, 2004 - June 30, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WINCHESTER, MA

Past

July 24, 2000 - October 22, 2002

ELECTRONIC TRADING GROUP, LLC

CRD#: 37453

NEW YORK, NY

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".

CHARLES RIVER WEALTH MANAGEMENT, LLC

CRD#: 288017 / SEC#: 801-132125

RIA

Registered Investment Advisory firm - (3/7/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (10/20/2025 Terminated)

New Hampshire

Registered Investment Advisory firm - (10/29/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/1/2017)

IAR

New Hampshire
(11/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/4/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 8/2/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 7/21/2000

General Securities Representative Examination

Current Firm

CHARLES RIVER WEALTH MANAGEMENT, LLC

CRD#: 288017 / SEC#: 801-132125

RIA

Registered Investment Advisory firm - (3/7/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (10/20/2025 Terminated)

New Hampshire

Registered Investment Advisory firm - (10/29/2025 Terminated)

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Contact information

Main Address

50 Mall Road Suite 209, Burlington, MA 01803

Mailing Address

Phone number

(781) 270-5400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHARLES RIVER DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2/3/2026)

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 110,312,780

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.

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Kenan Nacar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenan Nacar's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGAMORE WEALTH MANAGEMENT, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

ELECTRONIC TRADING GROUP, LLC

Primary Firm SEC Registration

CHARLES RIVER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2004

Series 63

Date: 9/7/2001

Series 55

Date: 8/2/2000

Series 7

Date: 7/21/2000

Current Firm

CHARLES RIVER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHARLES RIVER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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