Charles Dennis
Charles Dennis is a registered investment advisor at Wells Fargo Advisors, based in Hanover, NH, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
45 Lyme Rd Ste 303, [Satellite], Hanover, NH, 03755
Get directionsHistory
Regulatory History (1)
Criminal
February 1970Other Business Activities
Charles is a trustee for his parents' and father's trusts, and holds power of attorney for his mother, all investment-related activities. He is also a fiction author and has 50% ownership in Upper Valley Wealth Management, LLC, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.