Eleonora J. Tomasello

CORINTHIAN WEALTH MANAGEMENT

San Jose, CA 95126

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CRD#: 6197984

Professional summary

Eleonora Jovel Tomasello, CFP® is a registered financial advisor currently at CORINTHIAN WEALTH MANAGEMENT located in San Jose, California.

Eleonora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Eleonora has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

***Mrs. Tomasello is a licensed independent insurance agent. It is investment related and she spends approximately 4 hours a month during market and non-market hours on these endeavors. ***CA Notary Public Position: Notary Nature: Notary Public Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 07/07/2015 Address: 1625 The Alameda Ste 308, San Jose CA 95126 ***Silicon Valley Financial Planning Association Position: Volunteer Nature: Silicon Valley Financial Planning Association Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 01/05/2012 Address: 809-B Cuesta Dr #2127, Mountain View CA 94040,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleonora Jovel Tomasello'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 2, 2021 - Present

CORINTHIAN WEALTH MANAGEMENT

Office #1: 1625 The Alameda Suite 308, San Jose, CA 95126

RIA

CRD#: 312196

San Jose, CA

Past

November 6, 2020 - July 1, 2021

ARBOR POINT ADVISORS

RIA

CRD#: 165127

SAN JOSE, CA

Past

April 4, 2017 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

San Jose, CA

Past

September 16, 2016 - December 15, 2017

SOWELL MANAGEMENT

RIA

CRD#: 127145

San Jose, CA

Past

June 4, 2013 - June 30, 2017

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

SAN JOSE, CA

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

California
(7/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/2013

Uniform Investment Adviser Law Examination

Current Firm

CORINTHIAN WEALTH MANAGEMENT

CORINTHIAN WEALTH MANAGEMENT | CORINTHIAN WEALTH MANAGEMENT, INC.

CRD#: 312196 / SEC#: 801-120513

RIA

Registered Investment Advisory firm - (7/21/2023 Terminated)

California

Registered Investment Advisory firm - (7/7/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1625 The Alameda Suite 308, San Jose, CA 95126

Mailing Address

Phone number

(408) 995-0915

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 105,130,306

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.

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Eleonora J. Tomasello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleonora Jovel Tomasello's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORINTHIAN WEALTH MANAGEMENT

ARBOR POINT ADVISORS

KMS FINANCIAL SERVICES, INC.

SOWELL MANAGEMENT

CONCERT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2013

Current Firm

CORINTHIAN WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORINTHIAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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