Colleen CarroccioCRD Number: 6259538
Current Firm: Raymond James & Associates, Inc.
Colleen Carroccio (CRD# 6259538) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chevy Chase, MD and has over 3 years of experience in the finance industry.
Palatine Advisors, Inc.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Raymond James & Associates,inc.||Chevy Chase, MD||Sep 2015 - Current||2|
|Morgan Stanley Smith Barney||Washington, DC||Aug 2013 - Sep 2015||2|
|Georgetown Visitation||Washington, DC||Jan 2013 - Aug 2013||< 1|
|Organization Of American States||Washington, DC||Jan 2012 - Nov 2012||< 1|
|Organization Of American States||Washington, DC||Sep 2011 - Dec 2011||< 1|
|Bluecoast||Bethany Beach, DE||Jun 2010 - Aug 2011||1|
|University Of Georgia||Athens, GA||Aug 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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