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.

Similar Advisors
Peter Canniff, financial advisor Boston MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Scott Gillespie, financial advisor Boston MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Marcus Miller, financial advisor Boston MA
Marcus P. Miller
CRD# 7339646
Origin Financial
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.