CC
Craig A. Chartier
BUOYANCY CAPITAL
Seattle, WA
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CRD#: 7650787
CC
Professional summary
Craig Alan Chartier is a registered financial advisor currently at BUOYANCY CAPITAL located in Seattle, Washington.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Craig has worked at 1 firm and has passed the Series 65 exam.
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.
Boeing Non-investment related 25 Victoria Street, London, UK SW1H 0EX Engineering Senior Manager - Engineering Employee July 2004 96 hours/month 4.8 hours Responsible for cost, schedule, and technical performance for product development
CRS (Client Relationship Summary) - RIA
Click below to view Craig Alan Chartier'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
June 16, 2023 - Present
BUOYANCY CAPITAL
RIA
CRD#: 323521
Seattle, WA
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
Washington(6/16/2023)
Current Firm
BC
BUOYANCY CAPITAL
BUOYANCY CAPITAL | BUOYANCY CAPITAL,LLC
CRD#: 323521 / SEC#:
Washington
Registered Investment Advisory firm - (6/16/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
London
Mailing Address
Phone number
+1 (206) 484-1782
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 841,913 |
Red Flags
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