Carol DahlCRD Number: 1851799
Current Firm: Citigroup Global Markets Inc.
Carol Dahl (CRD# 1851799) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Melville, NY and has over 29 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Abbondandolo Wealth Management Corp
|Morgan Stanley Smith Barney||Garden City, NY||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||Plainview, NY||May 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1988|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management20,231MILLIONS
Total Number of Accounts41,470ACCOUNTS
Average Account Value$487,847
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY