Carl Iannacci, financial advisor Boston MA

Carl Iannacci

CRD Number: 5136980
Current Firm: Phare Capital Wealth Management

Carl Iannacci (CRD# 5136980) is an Investment Advisor Representative working at Phare Capital Wealth Management in Boston, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Phare Capital Wealth Management LLC Boston, MA Jul 2021 - Current 1
Fnex Capital, LLC Boston, MA Nov 2020 - Current 2
Cross Country Mortgage Boston, MA Jul 2020 - Current 2
Phare Capital Consulting LLC Boston, MA Jun 2020 - Current 2
Growth Capital Services, Inc. San Francisco, CA Aug 2019 - Apr 2020 < 1
Wealthforge Richmond, VA Jun 2019 - Mar 2020 < 1
Resolute Capital Partners, Ltd. Marblehead, MA May 2019 - Jan 2020 < 1
Cg Capital Markets, LLC Boston, MA Jun 2016 - Apr 2019 2
Market Access Partners Boca Raton, FL Jun 2016 - Apr 2019 2
Andrews Partners Boston, MA Jun 2015 - Jun 2016 1
Ovation Partners Boston, MA Jun 2015 - May 2016 < 1
Concentrated Risk Solutions Victor, NY Jan 2015 - May 2015 < 1
Fireside Fund Services, LLC Denver, CO Jun 2012 - Dec 2014 2
361 Capital LLC Denver, CO Mar 2012 - Dec 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Carl J. Iannacci
Phone Number: (781) 572-6107
Registered State(s):
  • MA
Current Firm Details
Phare Capital Wealth Management
Firm's CRD Number: 314743
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA

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