Carin Desimone (CRD# 3173429) is an Investment Advisor Representative working at Edelman Financial Engines in Fort Myers, FL and has over 25 years of experience in the finance industry.
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1433847
Ace Wealth Management LLC
CRD# 2223418
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Santa Clara, CA | Mar 2023 - Current | 1 |
| Financial Engines Advisors LLC | Santa Clara, CA | Apr 2020 - Mar 2023 | 2 |
| Tiaa | Princeton, NJ | May 2015 - Mar 2020 | 4 |
| Tiaa-cref Individual & Institutional Services, LLC | Princeton, NJ | May 2015 - Mar 2020 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton, NJ | Oct 2009 - May 2015 | 5 |
| Bank Of America, N.a | Princeton, NJ | Jul 2007 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- FL
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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