Carl SacchettiCRD 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|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|
Total Assets Under Management94MILLIONS
Total Number of Accounts392ACCOUNTS
Average Account Value$240,712
- 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
- Pension consulting services
FL, NE, NH, NJ, PA, TX
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