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Sharese N. Abbadessa

HORIZON FAMILY WEALTH
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 5166772
SA

Professional summary

Sharese Nicole Abbadessa, who also goes by Sharese Nicole Dibuglione, is a registered financial advisor currently at HORIZON FAMILY WEALTH, INC. located in Chicago, Illinois.

Sharese is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sharese has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sharese Nicole Dibuglione

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharese Nicole Abbadessa's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 7, 2025 - Present

HORIZON FAMILY WEALTH, INC.

Office #1: 250 South Wacker Drive Suite 220, Chicago, IL 60606
RIA
CRD#: 315484
Chicago, IL
Past

October 1, 2013 - October 5, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
CHICAGO, IL
Past

July 18, 2008 - October 2, 2013

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
GLENVIEW, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HORIZON FAMILY WEALTH, INC.
HORIZON FAMILY WEALTH, INC.

CRD#: 315484 / SEC#: 801-122217

RIA
Registered Investment Advisory firm - (9/1/2021 Approved)

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
Illinois
(2/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/18/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2008
General Securities Representative Examination

Current Firm

HF
HORIZON FAMILY WEALTH, INC.
HORIZON FAMILY WEALTH, INC.

CRD#: 315484 / SEC#: 801-122217

RIA
Registered Investment Advisory firm - (9/1/2021 Approved)
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Contact information

Main Address
250 South Wacker Drive Suite 220, Chicago, IL 60606
Mailing Address
Phone number
(312) 442-9192
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts425
AUM (Assets Under Management)$ 279,654,348

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

HORIZON FAMILY WEALTH, INC.

CRD#: 315484Chicago, IL 60606

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