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CC

Caroline P. Cziesla

AMERICAN DREAM
ST. PETERSBURG, FL 33705
Some features on this profile are disabled
CRD#: 3206386
CC

Professional summary

Caroline Petrina Cziesla, CFP®, who also goes by Caroline Petrina Cziesla, is a registered financial advisor currently at AMERICAN DREAM located in St. Petersburg, Florida.

Caroline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Caroline has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Caroline Petrina Cziesla

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. MS. CZIESLA IS THE OWNER OF ESLA PROPERTIES LLC, A MULTI-FAMILY RENTAL PROPERTY LOCATED IN ST. PETERSBURG, FLORIDA. SHE HAS BEEN INVOLVED IN THIS ACTIVITY SINCE 1995. APPROXIMATELY 20 - 25 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS - GENERALLY DURING NON-SECURITIES TRADING HOURS. 2. MS. CZIESLA IS THE OWNER OF AMERICAN DREAM, A REGISTERED INVESTMENT ADVISER WITH THE STATE OF FLORIDA. AMERICAN DREAM PROVIDES FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. THE COMPANY WAS FOUNDED IN JUNE 2016. 3. MS. CZIESLA IS THE OWNER OF ESLA & CO., A TAX PREPARATION AND ACCOUNTING PRACTICE. THE COMPANY WAS FOUNDED IN DECEMBER 2018. DURING THE TAX SEASON, THIS ACTIVITY INVOLVES UP TO 25% OF HER TIME, INCLUDING TIME DURING BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caroline Petrina Cziesla's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

October 6, 2016 - Present

AMERICAN DREAM

Office #1: 1015 7th Ave N, St. Petersburg, FL 33705
RIA
CRD#: 282816
ST. PETERSBURG, FL
Past

June 13, 2003 - March 6, 2006

J. B. HANAUER & CO.

RIA
CRD#: 6958
TAMPA, FL
Past

April 15, 1999 - March 6, 2006

J. B. HANAUER & CO.

BD
CRD#: 6958
PARSIPPANY, NJ

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(10/6/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/16/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/27/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/1999
General Securities Representative Examination

Current Firm

AD
AMERICAN DREAM
AMERICAN DREAM | AMERICAN DREAM FINANCIAL LLC DBA AMERICAN DREAM | AMERICAN DREAM FINANCIAL LLC | AMERICAN DREAM FINANCIAL

CRD#: 282816 / SEC#:

Florida
Registered Investment Advisory firm - (10/6/2016 Approved)
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Contact information

Main Address
1015 7th Ave N, St. Petersburg, FL 33705
Mailing Address
P.o. Box 41, St. Petersburg, FL 33731
Phone number
(727) 222-1722
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 5,257

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

AMERICAN DREAM

CRD#: 282816St. Petersburg, FL 33705

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