Unclaimed Profile

Carolyn D'alessio

WESTON CAPITAL ASSET MANAGEMENT LLC·WEST PALM BEACH, Florida

Clean recordWESTON CAPITAL ASSET MANAGEMENT LLC

222 LAKEVIEW AVENUE, WEST PALM BEACH, FL 33401CRD# 5463338Firm CRD# 111761

Profile Verification

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

Identity

Carolyn D'alessio · WEST PALM BEACH, FL

Registration

CRD #5463338 · WESTON CAPITAL ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Carolyn D'alessio is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with WESTON CAPITAL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WESTON CAPITAL ASSET MANAGEMENT LLC

AUM

$219M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at WESTON CAPITAL ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5463338

Firm CRD# 111761

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carolyn D'alessio offer?

Carolyn D'alessio specializes in Retirement Planning, Wealth Management. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Carolyn D'alessio's credentials?

Carolyn D'alessio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carolyn D'alessio located?

Carolyn D'alessio is based in WEST PALM BEACH, Florida, working with WESTON CAPITAL ASSET MANAGEMENT LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Carolyn D'alessio charge for services?

Carolyn D'alessio's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTON CAPITAL ASSET MANAGEMENT LLC?

WESTON CAPITAL ASSET MANAGEMENT LLC is a registered investment adviser with the SEC, managing $219M in regulatory assets under management. See their Form ADV for full details.

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