Charles Perosio is a registered investment advisor, based in Boston, MA, with 25 years of industry experience.
Location
290 Congress Street, Boston, MA, 02210
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Charles volunteers as an assistant hockey coach, spending minimal time on this activity. This activity does not involve investment advice or securities trading.
Employment History
Current Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - Present · 16 yrs 2 mos
Columbia Management Investment Advisers, LLC
May 2010 - Present · 16 yrs 2 mos
Columbia Management Investment Distributors, INC.
May 2010 - Present · 16 yrs 2 mos
Previous Registrations
Bofa Advisors, LLC
April 2005 - May 2010 · 5 yrs 1 mo
Columbia Management Distributors, INC.Broker
April 2005 - May 2010 · 5 yrs 1 mo
Banc of America Investment Services, INC.
April 2004 - April 2005 · 1 yr
Banc of America Investment Services, INC.Broker
August 2002 - May 2005 · 2 yrs 9 mos
TD Waterhouse Investor Services, INC.Broker
November 2000 - June 2002 · 1 yr 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.