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Advisors / Massachusetts / Boston
46yrs

Charles Fairweather Kane Jr.

Financial advisor at Penobscot Investment Management

Boston, MA 02210Top advisor for experience at Penobscot Investment ManagementFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience46 years (since 1981)
How that compares ?Top advisor for experience at Penobscot Investment Management
Office155 Federal Street Suite 1602, Boston, MA 02210
How the firm is paid ?Percent of assets
States licensed ?1 state

Services through Penobscot Investment Management

Investment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. 2012 – now
    Penobscot Investment Management Company, Inc.Current firm
  2. Feb 2011 – Dec 2012
    Charles F. Kane Jr. Investment Counsel, Inc.Previously
  3. 2007 – 2009
    Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously

Questions to ask Charles

Tailored to Charles’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

About Charles

How do I contact Charles?

Call Penobscot Investment Management at 617-227-3111 and ask for Charles Fairweather Kane Jr.. Charles works from the Boston, MA office.

How long has Charles been a financial advisor?

Charles has been in the industry since 1981, about 46 years. Top advisor for experience at Penobscot Investment Management.

What licenses does Charles hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Charles a fiduciary?

Charles is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Charles paid?

Penobscot Investment Management reports being paid by a percentage of the assets they manage. Ask Charles for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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