Charles
Picerni
Sensible Money, LLC
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About this Advisor
Charles Picerni is a financial advisor operating in Scottsdale, Arizona with a total of 1 year of industry experience. Picerni works at Sensible Money, LLC. Their career trajectory has included roles 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. Picerni holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Sensible Money, LLC is an advisory business that has its headquarters in Scottsdale, AZ. The firm has offices in three locations and a total of 14 financial advisors. It manages $422 million in total assets between its 1,135 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 1,135 client accounts, 52% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules depend on which service is offered. However, fee types billed by Sensible Money, 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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Sensible Money, LLC Brokerage Details
$422,225,182
14
1,135
$372,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Picerni Work History
Charles has been registered as a financial advisor for 1 years.*
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
*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 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
Miami, FL
Scottsdale, AZ
Pawleys Island, SC
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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