Charlise B. Whiteside
Professional summary
Charlise B Whiteside, CFP®, who also goes by Charlise Noel Brown, Charlise B. Whiteside, is a registered financial advisor currently at STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC located in Manchester By The Sea, Massachusetts.
Charlise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Charlise has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charlise B Whiteside's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 16, 2013 - Present
STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC
September 22, 2010 - October 19, 2012
MORGAN STANLEY
August 25, 2010 - October 19, 2012
MORGAN STANLEY
February 20, 2006 - March 3, 2008
PNC CAPITAL MARKETS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2013)
(8/29/2013)
(7/16/2013)
Exams
Current Firm
STONEHAVEN PRIVATE WEALTH MANAGEMENT LLC
CRD#: 168393 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 11,593,844 |
Red Flags
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