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Careina Dorothy Williams

CARO INVESTORS MANAGEMENT, LLC·CHEVY CHASE, Maryland
Clean recordCARO INVESTORS MANAGEMENT, LLC
5425 WISCONSIN AVENUE, CHEVY CHASE, MD 20815CRD# 3104929Firm CRD# 332085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Careina Dorothy Williams · CHEVY CHASE, MD
Registration
CRD #3104929 · CARO INVESTORS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Careina Dorothy Williams is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with CARO INVESTORS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CARO INVESTORS MANAGEMENT, LLC
CARO INVESTORS
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CARO INVESTORS MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3104929
Firm CRD# 332085
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Careina Dorothy Williams offer?
Careina Dorothy Williams specializes in Retirement Planning. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Careina Dorothy Williams's credentials?
Careina Dorothy Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Careina Dorothy Williams located?
Careina Dorothy Williams is based in CHEVY CHASE, Maryland, working with CARO INVESTORS MANAGEMENT, LLC. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Careina Dorothy Williams charge for services?
Careina Dorothy Williams'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 CARO INVESTORS MANAGEMENT, LLC?
CARO INVESTORS MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Research
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