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Steven Charlton

Head of Client Solutions at Nepc

Officer record from the firm’s Form ADVForm ADV filed 22 September 2026

Steven Charlton is Head of Client Solutions of Nepc, LLC, a Boston investment adviser.

Role at Nepc

Title on Schedule A
Head of Client Solutions
Control
Steven Charlton is a control person of Nepc.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Charlton has held the filed role since December 2012.

The firm

Nepc, LLC
Boston, MA

Form ADV filed 22 September 2026

$153B AUM435 clients132 advisers6 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Steven Charlton is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Steven Charlton
CRD
2183785
Firm
Nepc, LLC
Record basis
Form ADV officer listing
Firm bio
nepc.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

NEPC lists Steven F. Charlton as partner and head of client solutions. The biography describes his strategic work on product placement, development and pricing. Official firm biography

Common questions

Where does Steven Charlton work?

Steven Charlton has been Head of Client Solutions of Nepc, LLC since December 2012, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 September 2026

Leadership at Nepc

Sources

  1. IAPD individual lookup, CRD 2183785. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Nepc, LLC, filed 22 September 2026. Title, control and ownership bands.
  3. Nepc team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Steven Charlton or Nepc, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.