ND
Nikki C. Dunn
CLARIFIED WEALTH ADVISORY
AUSTIN, TX 78702
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CRD#: 7839726
ND
Professional summary
Nikki Carnevale Dunn, who also goes by Nikki Carnevale, Nikki Dunn, is a registered financial advisor currently at CLARIFIED WEALTH ADVISORY located in Austin, Texas.
Nikki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nikki has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nikki Carnevale | Nikki Dunn
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 name of the other business - She Talks Finance, LLC whether the business is investment-related - No the address of the other business - There is no physical address the nature of the other business - Financial education and social media content position, title, or relationship with the other business - CEO/Founder the start date of your relationship - 2018 the approximate number of hours/month you devote to the other business - 7-10 hours a month the number of hours you devote to the other business during securities trading hours - 3-5 hours a month brief description of duties relating to the other business.- creation of financial education videos that are posted on social media, responding to comments on videos, conducting research for video ideas.
CRS (Client Relationship Summary) - RIA
Click below to view Nikki Carnevale Dunn'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
April 1, 2024 - Present
CLARIFIED WEALTH ADVISORY
Office #1: 2403 E 16th St, Austin, TX 78702RIA
CRD#: 329226
AUSTIN, TX
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
Texas(4/1/2024)
Exams
Current Firm
CW
CLARIFIED WEALTH ADVISORY
CLARIFIED WEALTH ADVISORY | CLARIFIED WEALTH MANAGEMENT, LLC
CRD#: 329226 / SEC#:
Texas
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Contact information
Main Address
2403 E 16th St, Austin, TX 78702
Mailing Address
3120 Southwest Fwy Ste 101 Pmb 50378, Houston, TX 77098-4520
Phone number
(512) 200-4147
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 627,410 |
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.
