Charles Crilly is the founder and president of Ivory Wealth Management, where he also serves as a financial advisor. With over 27 years of experience helping clients achieve their financial objectives locally, nationally, and internationally, he brings a steady, client-first approach grounded in deep industry perspective and long-term planning.
A graduate of the University of Massachusetts with a degree in economics, Charles began his financial career with Fidelity Investments in Boston. In 1998, he returned to Connecticut and joined A.G. Edwards. Following the firm’s acquisition by Wachovia Bank in 2007, Charles opened a Morgan Stanley branch in his hometown of Essex, Connecticut.
After successfully guiding clients, colleagues, and his office through a challenging period of market volatility, Charles recognized an opportunity to deliver financial advice differently—one centered fully on trust, transparency, and a focus on people over products. That conviction led him to found Ivory Wealth Management in 2014. Today, Ivory Wealth Management reflects Charles’s commitment to delivering thoughtful guidance, personalized strategy, and a higher standard of care for every client he serves.
Specialized Practice: Where Music Meets Money
In addition to serving individuals, families, and business owners, Charles has developed a dedicated practice serving musicians, artists, and their agents. As both a seasoned financial professional and a working musician currently completing a degree at Berklee College of Music, he understands the unique financial realities of creative careers—from irregular income and touring cash flow to royalties, rights, and long-term planning. He is further deepening his understanding of the music industry from the inside. Through this specialized focus, Charles helps artists and their teams translate success on stage into lasting financial security off stage.
Charles is licensed in most states and holds the FINRA Series 3 (National Commodities Futures Examination), Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities Representative), Series 9 and Series 10 (General Securities Sales Supervisor), Series 31 (Managed Futures Examination), and Series 66 (Uniform Combined State Law Examination). He is also a Certified Divorce Financial Analyst® (CDFA®).