Carl IannacciCRD 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.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)
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