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Charles Francis Kreitler

Charles F. Kreitler

KREITLER FINANCIAL | President
New Haven, CT 06510
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CRD#: 4923222
Charles Francis Kreitler

Professional summary

Charles Francis Kreitler, CFP® is a registered financial advisor currently at KREITLER FINANCIAL LLC located in New Haven, Connecticut.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Charles has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?
Financial planning
Trust & estate planning
Philanthropic services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
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 Charles Francis Kreitler'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: 2012

Experience

Current

July 1, 2020 - Present

KREITLER FINANCIAL LLC

Office #1: 265 Church Street Suite 501, New Haven, CT 06510
RIA
CRD#: 309056
New Haven, CT
Past

January 2, 2009 - July 10, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
NEW HAVEN, CT
Past

October 14, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
NEW HAVEN, CT
Past

May 26, 2005 - July 10, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
NEW HAVEN, CT

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".
KF
KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC

CRD#: 309056 / SEC#: 801-118881

RIA
Registered Investment Advisory firm - (6/9/2020 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
Connecticut
(7/1/2020)
IAR
Texas
(7/1/2020)
IAR
Vermont
(2/8/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/13/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/25/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/13/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/13/2024
General Securities Sales Supervisor - Options Module Examination

Current Firm

KF
KREITLER FINANCIAL LLC
KREITLER FINANCIAL LLC

CRD#: 309056 / SEC#: 801-118881

RIA
Registered Investment Advisory firm - (6/9/2020 Approved)
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Contact information

Main Address
265 Church Street Suite 501, New Haven, CT 06510
Mailing Address
Phone number
(203) 867-4396
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts950
AUM (Assets Under Management)$ 584,905,886

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

KREITLER FINANCIAL LLC

PresidentCRD#: 309056New Haven, CT 06510

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