Sydney Charleton

Sydney Charleton: Email & Phone Number

Opt-Out
Financial Planner at OSAIC Certificaciones RETIE|Rochester, New York, United States

Position:

Financial Planner at OSAIC Certificaciones RETIE

Location:

Rochester, New York, United States

LinkedIn
View Sydney Charleton's Email
Up to 10 free lookups. No credit card required.
Last updated: 2026-06-10
Updated: 2026-06-10

Found email addresses for Sydney Charleton:

Business emails:

Found phone for Sydney Charleton:

Searching for Sydney Charleton profiles
0% completed

A different Sydney Charleton?

Sign up to search for other Sydney Charleton's across our 850M+ professionals database

Work Experience 4 years

Financial Planner at OSAIC Certificaciones RETIE

Oct 2025 - Current

Office Transition Specialist at Creative Wealth Strategies

Jun 2025 - Oct 2025

Financial Planner at OSAIC Certificaciones RETIE

Feb 2024 - Dec 2024

Client Service Manager at Creative Wealth Strategies

Aug 2023 - Feb 2024

Financial Planning Intern at The Resource Group of Rochester

Jun 2022 - Aug 2022

Sydney Charleton started working in 2022, then the employee has changed 2 companies and 3 jobs. On average, Sydney Charleton works for one company for 6 months.

Their professional focus is Administration, Administrative Assistance, and Asset Management across 3 core areas.

Education

Master's of Science at University at Buffalo

Bachelor of Business Administration - BBA at University at Buffalo

Regents Diploma with Honors at Victor Senior High School

Similar profiles

Name
Company
Position
Jamie Marshall
Financial Planner
Get contacts
Dave ONeill
Financial Planner
Get contacts
Joshua Walker
Wright Planning
Financial Planner
Get contacts
Olivia Odgaard
Financial Planner
Get contacts
Tyron Cravo
Financial Planner
Get contacts
See more profiles

Other employees at OSAIC Certificaciones RETIE

Name
Company
Position
London Foland
Finicial planning intern
Get contacts
Takiyah Phillips
Operations & Data Coordinator
Get contacts
Jackson Kachur
Client Services Representative
Get contacts
Matthew Lynn
Advisory Services Representative
Get contacts
LaBrea Wilkerson
Operational Specialist II
Get contacts
Priya Dinu
Operations Specialist
Get contacts
See more profiles

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP