Carolina ManningCRD Number: 6326238
Current Firm: Mycio Wealth Partners, LLC
Carolina Manning (CRD# 6326238) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Mycio Wealth Partners, LLC||Philadelphia, PA||Mar 2014 - Current||2|
|Carne Capital||Ardmore, PA||Nov 2013 - Mar 2014||< 1|
|Unemployed||Wynnewood, PA||Jun 2013 - Nov 2013||< 1|
|Cornell University||Ithaca, NY||Aug 2009 - May 2013||3|
|University Of Melbourne||Melbourne,||Feb 2012 - Jul 2012||< 1|
|George K. Baum & Company||New York, NY||Jun 2011 - Jul 2011||< 1|
|Urban Outfitters, Inc.||Wayne, PA||Jun 2010 - Aug 2010||< 1|
|Camp Magar||Bryn Mawr, PA||Jun 2010 - Aug 2010||< 1|
|Camp Magar||Bryn Mawr, PA||Jun 2009 - Aug 2009||< 1|
|The Agnes Irwin School||Rosemont, PA||Apr 2004 - Jun 2009||5|
|Camp Magar||Bryn Mawr, PA||Jun 2008 - Aug 2008||< 1|
|Camp Magar||Bryn Mawr, PA||Jun 2007 - Aug 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management5,109MILLIONS
Total Number of Accounts5,117ACCOUNTS
Average Account Value$998,503
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, IL, MD, NC, NH, NJ, NY, OH, PA, TX, VA, WA
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