Caruso Family Financial Advisors (cffa) LLC

Caruso Family Financial Advisors (cffa) LLC (CRD# 306593) is a financial advisory firm headquartered in San Jose, CA. They manage $11,695,066 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4990 Speak Lane, Suite 280, San Jose, CA 95118
https://www.carusofamily.financial/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $142,623
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Caruso Family Financial Advisors (cffa) LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Caruso, financial advisor San Jose CA
Anthony Caruso
CRD#: 6058056
6525 Crown Blvd. # 20775, San Jose, CA 95160

Anthony Caruso (CRD# 6058056) is an Investment Advisor Representative working at Caruso Family Financial Advisors (cffa) LLC in San Jose, CA and has over 11 years of experience in the finance industry.

2
Marialisa Caruso, financial advisor San Jose CA
Marialisa Caruso
CRD#: 7284574
4990 Speak Lane, Suite 280, San Jose, CA 95118

Marialisa Caruso (CRD# 7284574) is an Investment Advisor Representative working at Caruso Family Financial Advisors (cffa) LLC in San Jose, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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