Carolyn M. Stanziale
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Carolyn M Stanziale Mrs, who also goes by Carolyn M Loughlin, Carolyn Marcia Loughlin, Carolyn Marcia Signorile Ms., Carolyn M Stanziale, was a registered financial professional .
Carolyn is a previously registered financial professional and started their career in finance in 2002. Carolyn had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 27, 2021 - March 12, 2024
ADVISORY WEALTH MANAGEMENT SERVICES, LLC
May 25, 2006 - December 31, 2020
ADVISORY WEALTH MANAGEMENT SERVICES, LLC
June 19, 2002 - May 3, 2006
ACCESS WEALTH
State Registrations and Notice Filings
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Exams
Current Firm
ADVISORY WEALTH MANAGEMENT SERVICES, LLC
CRD#: 140519 / SEC#: 801-66703
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 53,023,086 |
Red Flags
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