Theresa BoetgerCRD Number: 5118835
Current Firm: Sica Wealth Management, LLC
Theresa Boetger (CRD# 5118835) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 13 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|International Assets Advisory, LLC||Florham Park, NJ||Feb 2016 - Current||6|
|Sica Wealth Management, LLC||Morristown, NJ||May 2010 - Current||12|
|Capital Guardian, LLC||Morristown, NJ||Sep 2015 - Feb 2016||< 1|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Jun 2010 - Jun 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management110MILLIONS
Total Number of Accounts655ACCOUNTS
Average Account Value$167,716
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, LA, NJ, NY
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