Carl Sacchetti, financial advisor Exton PA
96 score

Carl Sacchetti

CRD Number: 1267701
Current Firm: Wealth Management Solutions

Carl Sacchetti (CRD# 1267701) is an Investment Advisor Representative working at Wealth Management Solutions in Exton, PA and has over 33 years of experience in the finance industry. Carl Sacchetti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Nov 2015 - Current 2
Wealth Management Solutions LLC Exton, PA Nov 2015 - Current 2
Wharton Advisory Group, LLC Wayne, PA Mar 2012 - Nov 2015 3
Lpl Financial Llc (linsco/private Ledger Corp.) Exton, PA Feb 1993 - Nov 2015 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Carl M. Sacchetti
Phone Number: 610-524-7031
Firm Website: http://www.wmsplan.com/
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $240,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NE, NH, NJ, PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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