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JC

John D. Carrico

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CRD#: 3192098
JC
John Deviny Carrico

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.

John Deviny Carrico, who also goes by John Deviny Carrico II, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2018. John had worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.

Aliases


John Deviny Carrico Ii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)JOHN CARRICO 55 LANE ROAD SUITE 300 FAIRFIELD NJ 07004 CATEGORY: INSURANCE INVESTMENT RELATED: Y TITLE: INDEPENDENT INSURANCE AGENT DUTIES: REFERRING CLIENTS WITH TRADITIONAL FIXED LIFE INSURANCE AND FIXED ANNUITY NEEDS UNDER CPA ALLIANCE SOLUTIONS PROGRAM START DATE: 09/2018 HOURS PER MONTH: 05 HOURS PER MONTH DURING TRADING HOURS: 05. 2)JOHN CARRICO/CPA CULLARI CARRICO LLC 55 LANE ROAD SUITE 300 FAIRFIELD NJ 07004 CATEGORY: CPA INVESTMENT RELATED: NO TITLE: PARTNER/CPA DUTIES: ACCOUNTING AND TAX SERVICES START DATE: JAN 2010 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 160. 3) Mr. John Carrico is a tax preparer for his wife's family trust. This is a non-investment related role and Mr. Carrico spends around 4 hours in this role. 55 LANE ROAD, SUITE 300 FAIRFIELD, NEW JERSEY 07004 4) JOHN CARRICO IS THE VICE PRESIDENT FIGHTING CHILDREN'S CANCER FOUNDATION, A NONPROFIT ORGANIZATION. 55 LANE ROAD, SUITE 300 FAIRFIELD, NEW JERSEY 07004; START DATE OF AFFILIATION: JANUARY 1, 1999; 20 HOURS PER MONTH; 15 HOURS PER MONTH DURING TRADING HOURS

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 25, 2025 - June 25, 2026

CULLARI CARRICO WEALTH ADVISORS LLC

RIA
CRD#: 332681
FAIRFIELD, NJ
Past

October 17, 2018 - October 26, 2021

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/15/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CULLARI CARRICO WEALTH ADVISORS LLC
CULLARI CARRICO WEALTH ADVISORS LLC

CRD#: 332681 / SEC#:

New Jersey
Registered Investment Advisory firm - (7/25/2025 Approved)
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Contact information


Main Address
55 Lane Road Ste 300, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 406-3955
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CULLARI CARRICO WEALTH ADVISORS LLC

CRD#: 332681

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