CG
Carole A. Gelotti
IT MATTERS FINANCIAL
Nashua, NH
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CRD#: 6673080
CG
Professional summary
Carole Ann Gelotti is a registered financial advisor currently at IT MATTERS FINANCIAL, LLC located in Nashua, New Hampshire.
Carole is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Carole has worked at 1 firm 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.
Principal Engineer at Dell Systems. This activity provides a substantial source of income and requires 40 hours of time per week.
CRS (Client Relationship Summary) - RIA
Click below to view Carole Ann Gelotti'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®
NoneExperience
Current
March 2, 2017 - Present
IT MATTERS FINANCIAL, LLC
RIA
CRD#: 284275
Nashua, NH
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
Massachusetts(6/7/2017)
IAR
New Hampshire(3/2/2017)
Current Firm
IM
IT MATTERS FINANCIAL, LLC
GELOTTI, CAROLE A | IT MATTERS FINANCIAL, LLC
CRD#: 284275 / SEC#:
Massachusetts
Registered Investment Advisory firm - (6/6/2017 Approved)New Hampshire
Registered Investment Advisory firm - (3/2/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nashua, NH
Mailing Address
Phone number
(603) 345-0933
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 9,710,028 |
Red Flags
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