Charles Doran
Prometheus Investment Advisors · Greenwich, Connecticut
Charles Doran is a fee-only financial advisor at Prometheus Investment Advisors in Greenwich, Connecticut. Charles focuses on retirement planning. Prometheus Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Prometheus Investment Advisors |
|---|---|
| Based in | Greenwich, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $21.6M across 63 accounts |
| SEC registration | Investment adviser representative in CO, CT, LA, ME, TX · CRD 5165351 |
| Exams passed | Series 65 (2021) · Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.prometheus-investments.com |
How Charles's firm compares
- Prometheus Investment Advisors's average account is about $343,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Charles
Is Charles Doran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Prometheus Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Prometheus Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Doran based?
Charles Doran is based in Greenwich, Connecticut.
What does Charles specialize in?
Charles's specialties include retirement planning. Charles works with retirees.
Is Charles Doran registered with the SEC?
Yes. Charles Doran is registered as an investment adviser representative in CO, CT, LA, ME and TX (CRD 5165351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prometheus Investment Advisors manage?
Prometheus Investment Advisors reports $21.6M across 63 accounts in assets under management.
How do I contact Charles Doran?
Through Charles's website, www.prometheus-investments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Prometheus Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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