Carl Reidemeister (CRD# 1306245) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Lyme, CT and has over 15 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Consulting, LLC | Groton, CT | Aug 1987 - Current | 36 |
| Brooklight Place Securities | Groton, CT | Aug 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
- CT
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts719ACCOUNTS
-
Average Account Value$145,301
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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