Disclosures

Charles Carroll Financial Partners, LLC (“CCFP”) is an SEC registered investment adviser with its principal place of business in Needham,, Massachusetts. Registration does not imply a certain level of skill or training. CCFP and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which CCFP maintains clients. CCFP may only transact business in those states in which it is registered, notice file, or qualifies for an exemption or exclusion from registration or notice filing requirements. CCFP’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of CCFP’s website should not be construed by any consumer and/or prospective client as CCFP’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from CCFP. Any subsequent, direct communication by CCFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CCFP, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of CCFP’s current written disclosure statement discussing CCFP’s business operations, services, and fees is available from CCFP upon written request and on the home page of this site. CCFP does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CCFP’s website or incorporated herein and takes no responsibility therefore. All such information is provided only for convenience purposes and all users thereof should be guided accordingly.

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