Robert
Di Carlo
Cole Wealth Management, LLC
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About this Advisor
Robert Di Carlo is a financial advisor working in Scottsdale, Arizona, with a total of 12 years of relevant experience. Di Carlo is on the advisory team at Cole Wealth Management, LLC. They have spent their complete employment at Cole Wealth Management, Llc. Di Carlo holds Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Cole Wealth Management, LLC is an advisory company operating out of Scottsdale, AZ. It handles $125 million in total assets across its 285 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 285 client accounts, 30% belong to high-net-worth clients who have at least $1 million in assets. Cole Wealth Management, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice typically vary depending on the type of services offered. Fee types charged by Cole Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cole Wealth Management, LLC Brokerage Details
$125,000,000
3
285
$438,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Robert Di Carlo Work History
Robert has been registered as a financial advisor for 12 years.*
Cole Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Di Carlo 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 Cole Wealth Management, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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