AdvisorOS Directory
Claim Profile
Unclaimed Profile
CF

Carol Ann Fernandez

ALOOOLA, LLC·KINGSTON, New Jersey
SIE, Series 7, Series 63CFPClean recordALOOOLA, LLC
4422C ROUTE 27, KINGSTON, NJ 08528CRD# 5948138Firm CRD# 325090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Ann Fernandez · KINGSTON, NJ
Registration
CRD #5948138 · ALOOOLA, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
Professional designation · CFP
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALOOOLA, LLC
CRD 325090 · SEC 801-129551
AUM
$27M
Regulatory assets under management
Employees
3
538 client accounts
Services offered by ALOOOLA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ALOOOLA, LLC →
Introduction

Speak with Carol Ann

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carol Ann is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KINGSTON?

Browse all registered financial advisors in KINGSTON, New Jersey or claim this profile if it's yours.

Browse KINGSTON AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Carol Ann Fernandez offer?
Carol Ann Fernandez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KINGSTON, New Jersey for a consultation.
What are Carol Ann Fernandez's credentials?
Carol Ann Fernandez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Carol Ann Fernandez located?
Carol Ann Fernandez is based in KINGSTON, New Jersey, working with ALOOOLA, LLC. Their office serves clients in the KINGSTON metropolitan area and surrounding communities.
How does Carol Ann Fernandez charge for services?
Carol Ann Fernandez'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 ALOOOLA, LLC?
ALOOOLA, LLC has approximately 3 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALOOOLA, LLC

James Patrick Oboyle
KINGSTON, NJ
Robert Freeman Michel
KINGSTON, NJ
Susan Ann Michel
KINGSTON, NJ

More Advisors in KINGSTON, New Jersey

Edward A Graham
GLOBAL WEALTH MANAGEMENT, LLC·KINGSTON, NJ
Ram [nmn] Kolluri
GLOBAL WEALTH MANAGEMENT, LLC·KINGSTON, NJ
Vincent William Favaro
GLEN EAGLE ADVISORS, LLC·KINGSTON, NJ
Louis Martin Blazer
PRINCETON-BLAZER ADVISORS, LLC·KINGSTON, NJ
Shane Justin Osborn
PRINCETON ADVISORY GROUP, INC.·KINGSTON, NJ
Gary A Moody
GLEN EAGLE ADVISORS, LLC·KINGSTON, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile