Charles
Picerni
Sensible Money, LLC
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About this Advisor
Charles Picerni is a financial advisor based in Scottsdale, Arizona, working with Sensible Money, LLC. Charles has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, San Francisco Giants, Professional Baseball Scouts Foundation, Lululemon Athletica, The Gilbert Group, Adidas, Washington Nationals, New York University, Arizona Diamondbacks, and Sensible Money. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Charles is part of Sensible Money, LLC, which operates out of Scottsdale, Arizona. The firm has 4 offices and 16 employees. The firm manages assets totaling $515.5 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, and selection of other advisers. The fee structure at Sensible Money, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sensible Money, LLC Brokerage Details
$515,475,878
16
1,221
$422,175
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Picerni Work History
Sensible Money
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Lululemon Athletica
San Francisco Giants
The Gilbert Group
Adidas
Washington Nationals
Arizona Diamondbacks
New York University
Professional Baseball Scouts Foundation
New York University
Disclosures
Please visit the SEC profile of Charles Picerni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sensible Money, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Miami, FL
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