Colleen Carroccio, financial advisor Chevy Chase MD
88 score

Colleen Carroccio

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates,inc. Chevy Chase, MD Sep 2015 - Current 1
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
Contact Info for Colleen R. Carroccio
Phone Number: 727-567-1000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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