Craig Alan Chartier
Advisor at Buoyancy Capital
Updated today
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.
Credentials
Series 65
Experience Industry experience
3 years
Location
Remote
About
Craig Chartier is a financial advisor at Buoyancy Capital with two years of industry experience and holds a Series 65 designation. He has worked at Boeing since 2004 as a Senior Manager in Engineering, overseeing cost, schedule, and technical performance for product development. Buoyancy Capital provides discretionary portfolio management for individual, high-net-worth, charitable, and corporate clients, focusing on a concentrated “Focused Value” equity strategy supported by fundamental analysis and supplemented by long-term trading and options strategies. The firm prepares tailored Investment Policy Statements and offers periodic client communications on market conditions and investment topics.
Client services
Based on Buoyancy Capital
Portfolio management
Newsletters or periodicals
Equity analysis
Expertise
Based on Buoyancy Capital
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Real estate investing
Fee options
Less than $100,000 - $100,000: 0.75% $100,000 - $1,000,000: 0.50% Greater than $1,000,000+: 0.25%
25% of net profits above a high-water mark for qualified clients
Account minimum: $100,000
Most active in
Craig C has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
3 years of industry experience
Boeing
2004 - Present • 22 years
Seattle, WA
Disclosures
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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