Advisor at Prometheus Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Prometheus Investment Advisors LLC
Location
Greenwich, CT
Credentials
Series 65, Series 66
Industry experience
17 years
Charles Doran is a financial advisor at Prometheus Investment Advisors LLC in Greenwich, CT, with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Prometheus since 2018, as well as at Questar Asset Management and Questar Capital Corporation since 2015. Prometheus Investment Advisors LLC is an independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm applies modern portfolio theory and quantitative analysis, combining model allocations with individualized recommendations, and utilizes both long- and short-term trading strategies under discretionary authority.
Based on Prometheus Investment Advisors LLC
Based on Prometheus Investment Advisors LLC
$500 to $10,000 per financial plan
$1 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$200 to $300 per hour
Greenwich, CT
Colorado · Connecticut · Louisiana · Maine · Texas
Prometheus Investment Advisors LLC
2018 - Present (8 years)
Questar Asset Management
2015 - Present (11 years)
Questar Capital Corporation
2015 - Present (11 years)
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Insurance agent
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Broker-dealer / trader
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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