KI
Karen A. Iannucci
ILG PRIVATE WEALTH
Mcmurray, PA 15317
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CRD#: 7167045
KI
Professional summary
Karen Ann Iannucci is a registered financial advisor currently at ILG PRIVATE WEALTH, INC. located in Mcmurray, Pennsylvania.
Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Karen 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.
Ms. Iannucci is a project director in the Corporate Compliance Department of the insurance division services of UPMC. She devotes approximately 40 hrs/week on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Karen Ann Iannucci'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
August 16, 2019 - Present
ILG PRIVATE WEALTH, INC.
Office #1: 157 Waterdam Road Suite 270, Mcmurray, PA 15317RIA
CRD#: 292267
Mcmurray, PA
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
Pennsylvania(8/16/2019)
Current Firm
IP
ILG PRIVATE WEALTH, INC.
ILG PRIVATE WEALTH, INC.
CRD#: 292267 / SEC#:
Florida
Registered Investment Advisory firm - (2/1/2019 Approved)Indiana
Registered Investment Advisory firm - (3/4/2025 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)Ohio
Registered Investment Advisory firm - (8/30/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (3/28/2018 Approved)South Carolina
Registered Investment Advisory firm - (5/30/2023 Terminated)Texas
Registered Investment Advisory firm - (9/24/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
157 Waterdam Road Suite 270, Mcmurray, PA 15317
Mailing Address
Phone number
(724) 228-9910
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 46,497,753 |
Red Flags
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