Carol
Pipitone
Brookwood Investment Group
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About this Advisor
Carol Pipitone is a financial advisor based in Phoenix, Arizona, working with Brookwood Investment Group. Carol has previously held positions at Calton & Associates, Inc, Belpointe Asset Management, LLC, Tcfg Wealth Management, LLC, Belpointe Insurance, LLC, Brookwood Investment Group LLC, and Brookwood Insurance Group LLC. Carol has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Carol is part of Brookwood Investment Group, which operates out of Phoenix, Arizona. The firm has 4 offices and 18 employees. The firm manages assets totaling $689.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brookwood Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brookwood Investment Group Brokerage Details
$689,082,702
18
2,250
$306,259
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Carol Pipitone Work History
Brookwood Investment Group LLC
Brookwood Insurance Group LLC
Belpointe Asset Management, LLC
Belpointe Insurance, LLC
Tcfg Wealth Management, LLC
Calton & Asociates, Inc
Disclosures
Please visit the SEC profile of Carol Pipitone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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