Kenan Nacar has been Managing Partner and Chief Compliance Officer of Charles River Wealth Management since March 2017, is a control person of the firm and directly owns 75% or more of it.
Charles River Wealth Management, LLC is a Burlington, MA firm with $110M under management, 103 clients and 1 adviser in one office, as of its April 2026 filing.
Kenan Nacar’s longest registration is the current one, 9 years at Charles River Wealth Management since 2017. Before joining Charles River Wealth Management in 2017, Kenan Nacar was registered through Sagamore Wealth Management, LLC.
- – present · 9 yearsBurlington, MA · Adviser representative · Firm CRD 288017
- Sagamore Wealth Management, LLC– · 6 yearsBurlington, MA · Adviser representative · Firm CRD 156447
Investment adviser representative registrations
Kenan Nacar is registered as an investment adviser representative in 2 states. The first approvals date from September 2017; the most recent is New Hampshire, in November 2020.
- MassachusettsSince 1 September 2017
- New HampshireSince 16 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 September 2001 |
| Series 55 | Limited Representative-Equity Trader Exam | 2 August 2000 |
| Series 7 | General Securities Representative Examination | 21 July 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- CRD
- 4209369
- Firm
- Charles River Wealth Management · CRD 288017
- Role
- Managing Partner and Chief Compliance Officer
- Office
- 50 MALL ROAD, SUITE 209, Burlington, MA 01803
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Kenan Nacar work?
Kenan Nacar has been Managing Partner and Chief Compliance Officer of Charles River Wealth Management, LLC since March 2017, and is a control person of the firm.
Is Kenan Nacar a financial advisor?
Yes. Kenan Nacar has a current investment-adviser registration in Massachusetts and New Hampshire, through Charles River Wealth Management since September 2017.
How many years of experience does Kenan Nacar have?
Kenan Nacar has 15 years in the financial industry, since June 2011, across 2 adviser firms.
What exams has Kenan Nacar passed?
Kenan Nacar has passed 4 licensing exams: the Series 7, Series 55, Series 63 and Series 65. The earliest, the Series 7, was passed in July 2000.
Where is Kenan Nacar based?
Kenan Nacar’s registered office is in Burlington, MA.
Is Kenan Nacar registered with FINRA?
No. Kenan Nacar has no current broker registration.
How can I verify Kenan Nacar’s record?
Search CRD 4209369 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kenan Nacar’s full registration record.