Robert DiCarlo, CRPC, financial advisor Scottsdale AZ

Robert DiCarlo, CRPC

CRD Number: 5221321
Current Firm: Cole Wealth Management, LLC
Compensation Model: Fee Only

Robert DiCarlo (CRD# 5221321) is a Registered Investment Advisor working at Cole Wealth Management, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

 

He has earned a Bachelor of Science in Financial Planning (2012), CRPC designation -Chartered Retirement Planning Counselor (2010).

CONTACT
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Company Name Location Dates Years
Cole Wealth Management, LLC Scottsdale, AZ Dec 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Robert A. DiCarlo, CRPC
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $508,772
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, PA, TX

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