CARE Private Wealth
Financial Services
275 Grove Street
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
- Phones
- 1
CARE Private Wealth Overview
- Headquarters
- 275 Grove Street
- Website
- www.careprivatewealth.com
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About CARE Private Wealth
CARE Private Wealth, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. We believe it is essential for advisors to be affiliated with a financially sound organization that provides an open investment platform. We focus on helping advisors be independent but also make sure they know and feel that they are not alone. Our founding partners combined have over 80 years of industry and leadership experience. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com CARE Private Wealth and the above firms are independent and non-affiliated. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.
CARE Private Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
CARE Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Keith Fredrickson, Cfp®, Crpc™ | Senior VP / Wealth Planner at Care | New York City Metropolitan Area, United States |
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|
| David Shnitzer | Managing Partner at Care Private Wealth | Greater Boston, United States |
Email
|
| Frank Teodosio | Managing Partner at Care Private Wealth | Greater Tampa Bay Area, United States |
Email
Phone
|
| Alison Vento, Chfc®, Crpc™, Wmcp® | Financial Advisor @ Care Private Wealth | Boca Raton, Florida, United States |
View
|
Employees by Management Level
Individual contributor
3 profiles
VP / Head
1 profile
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