Unclaimed Profile

Kara Sue Boccella

CERTUITY, LLC·NORTH PALM BEACH, Florida

Clean recordCERTUITY, LLC

1295 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408CRD# 2191952Firm CRD# 129505

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kara Sue Boccella · NORTH PALM BEACH, FL

Registration

CRD #2191952 · CERTUITY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kara Sue Boccella is a registered financial advisor based in NORTH PALM BEACH, Florida, affiliated with CERTUITY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CERTUITY, LLC

AUM

$4.0B

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2191952

Firm CRD# 129505

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kara Sue Boccella offer?

Kara Sue Boccella specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NORTH PALM BEACH, Florida for a consultation.

What are Kara Sue Boccella's credentials?

Kara Sue Boccella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kara Sue Boccella located?

Kara Sue Boccella is based in NORTH PALM BEACH, Florida, working with CERTUITY, LLC. Their office serves clients in the NORTH PALM BEACH metropolitan area and surrounding communities.

How does Kara Sue Boccella charge for services?

Kara Sue Boccella's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CERTUITY, LLC?

CERTUITY, LLC has approximately 41 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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