# CHARLES CARROLL FINANCIAL PARTNERS, LLC

CHARLES CARROLL FINANCIAL PARTNERS, LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 147960
- Type: SEC-registered investment adviser
- SEC file number: 801-122036
- Location: 1329 HIGHLAND AVENUE, NEEDHAM, MA, 02492
- Phone: 855-585-3600
- Latest filing: 2023-05-04
- Regulatory AUM: $99.2M
- Discretionary AUM: $99.2M
- Non-discretionary AUM: $28K
- Clients: 2
- Accounts: 111

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HAYES CHARLES WILLIAM | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147960/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147960/similar
- Related entities: https://search.stillhousedata.com/firm/147960/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147960

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.