Cristina
Caruso
Wealthcare Advisory Partners LLC
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About this Advisor
Cristina Caruso is a financial advisor based in Laurel, Maryland, working with Wealthcare Advisory Partners LLC. Cristina has previously held positions at Ameriprise Financial Services, Inc and Wealthcare Advisory Partners. Cristina has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Cristina is part of Wealthcare Advisory Partners LLC, which operates out of Laurel, Maryland. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 billion 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Cristina Caruso Work History
Wealthcare Advisory Partners
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Cristina Caruso 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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