Charlesbridge Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 341159
- SEC number
- 801-136229
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- www.linkedin.com/company/charlesbridge-advisors ↗
- Phone
- (781) 682-3299
- Address
- 888 Washington Street, Dedham, MA, 02026
Advisors at this firm
4 in our index · page 1 of 1
-
Robert Thomas BoonCRD 2204796 · Dedham, MAIA Registered
-
Kathryn HerseyCRD 8243134 · Dedham, MAIA Registered
-
John Joseph MuseCRD 1632621 · Dedham, MAIA RegisteredRegistration inactive
-
Liam Patrick McmanusCRD 7651161 · Dedham, MAIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 341159 ↗
FINRA BrokerCheck record for firm CRD 341159 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.