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Carrie Marie Schoffman

ICON ADVISERS, INC.·GREENWOOD VILLAGE, Colorado
SIE, Series 6Clean recordICON ADVISERS, INC.
5299 DTC BOULEVARD, GREENWOOD VILLAGE, CO 80111CRD# 4806994Firm CRD# 108268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carrie Marie Schoffman · GREENWOOD VILLAGE, CO
Registration
CRD #4806994 · ICON ADVISERS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ICON ADVISERS, INC.
CRD 108268 · SEC 801-38868
AUM
$719M
Regulatory assets under management
Employees
14
421 client accounts
Services offered by ICON ADVISERS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at ICON ADVISERS, INC. →
Introduction

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Frequently Asked Questions

What services does Carrie Marie Schoffman offer?
Carrie Marie Schoffman specializes in Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Carrie Marie Schoffman's credentials?
Carrie Marie Schoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Marie Schoffman located?
Carrie Marie Schoffman is based in GREENWOOD VILLAGE, Colorado, working with ICON ADVISERS, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Carrie Marie Schoffman charge for services?
Carrie Marie Schoffman's firm is compensated through percentage of aum, other: asset-based fee from model-only recipients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ICON ADVISERS, INC.?
ICON ADVISERS, INC. has approximately 14 employees and manages $719M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ICON ADVISERS, INC.

Donald Salcito
GREENWOOD VILLAGE, CO
Brian Thomas Callahan
GREENWOOD VILLAGE, CO
Craig Thomas Callahan
GREENWOOD VILLAGE, CO
Christopher Richard Ambruso
GREENWOOD VILLAGE, CO
Stephen Alfred Moran
GREENWOOD VILLAGE, CO

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CFA

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