Carl G. Balestrieri
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.
Carl Gerard Balestrieri, who also goes by Gerry Balestrieri, was a registered financial professional .
Carl is a previously registered financial professional and started their career in finance in 2001. Carl had worked at 2 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 27, 2008 - July 3, 2025
CHRISTIAN WEALTH MANAGEMENT, LLC
April 8, 2004 - September 15, 2004
GROVE POINT INVESTMENTS, LLC
December 13, 2001 - April 28, 2003
GROVE POINT INVESTMENTS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
CHRISTIAN WEALTH MANAGEMENT, LLC
CRD#: 146858 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 777,169 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/09/2024 | ||
| 08/25/2023 | ||
| 01/20/2023 |
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.
