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CHARLESBRIDGE ADVISORS

DEDHAM, MA · CRD 341159 · IAPD ↗ · (781) 682-3299

$108.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
October 2026 — CHARLESBRIDGE ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
67
July 2026 — CHARLESBRIDGE ADVISORS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
June 2026 — CHARLESBRIDGE ADVISORS (DEDHAM, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.