Carrie Provenzano

HEDGED PRIVATE WEALTH

METAIRIE, LA 70001

Some features on this profile are disabled

CRD#: 6816071

Professional summary

Carrie Provenzano is a registered financial advisor currently at HEDGED PRIVATE WEALTH located in Metairie, Louisiana.

Carrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Carrie 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.

MMC Enterprises, Insurance Agent 80 hours/ month duties: quoting group health plan, reviewing renewal plans, also selling Medicare plans

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carrie Provenzano'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®

None

Experience

Current

October 1, 2018 - Present

HEDGED PRIVATE WEALTH

Office #1: 1 Galleria Blvd Suite 710c, Metairie, LA 70001

RIA

CRD#: 297031

METAIRIE, LA

Past

January 28, 2019 - December 31, 2020

HEDGED PRIVATE WEALTH

RIA

CRD#: 297031

Metairie, LA

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

Louisiana
(10/1/2018)

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: 3/22/2018

Uniform Investment Adviser Law Examination

Current Firm

HEDGED PRIVATE WEALTH

CRD#: 297031 / SEC#:

Louisiana

Registered Investment Advisory firm - (10/1/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 Galleria Blvd Suite 710c, Metairie, LA 70001

Mailing Address

Phone number

(504) 339-5547

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 4,240,896

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.

Similar Advisors

Alan Brockhaus

RITHOLTZ WEALTH MANAGEMENT

IAR

New Orleans, LA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Carrie Provenzano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carrie Provenzano's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEDGED PRIVATE WEALTH

HEDGED PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2018

Current Firm

HEDGED PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEDGED PRIVATE WEALTH

TRUST BUT VERIFY

Similar Advisors