![Jim DeCarlo](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Storia della carriera di Jim DeCarlo
Precedenti posizioni note di Jim DeCarlo
Società | Posizione | Inizio | Fine |
---|---|---|---|
Strategic Wealth Management Group LLC
![]() Strategic Wealth Management Group LLC Investment ManagersFinance Strategic Wealth Management Group LLC (do-business-as StratWealth) is an investment advisory firm headquartered in Fulton, Maryland. The firm was founded in 2001 and is a subsidiary of Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. StratWealth provides discretionary or non-discretionary investment advisory services individuals, high net-worth individuals, pension & profit sharing plans, and corporations or other businesses. | Amministratore Delegato | 01/06/2016 | 01/01/2021 |
Formazione di Jim DeCarlo
Towson University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Posizioni
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 2 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
---|---|
Strategic Wealth Management Group LLC
![]() Strategic Wealth Management Group LLC Investment ManagersFinance Strategic Wealth Management Group LLC (do-business-as StratWealth) is an investment advisory firm headquartered in Fulton, Maryland. The firm was founded in 2001 and is a subsidiary of Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. StratWealth provides discretionary or non-discretionary investment advisory services individuals, high net-worth individuals, pension & profit sharing plans, and corporations or other businesses. | Finance |
- Borsa valori
- Insiders
- Jim DeCarlo
- Esperienza