CULLARI CARRICO WEALTH ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
FAIRFIELD, New Jersey
CRD number
332681
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Cullari Carrico Wealth Advisors LLC operates as a limited liability company focused on investment advisory services. The firm primarily engages in the selection of other advisers, indicating a strategy that relies on external expertise for asset management. The firm does not classify itself under a specific category, which suggests a flexible approach to investment management. While it does not actively pursue Environmental, Social, and Governance (ESG) investments, it maintains a client base that may benefit from its tailored advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • John Carrico

    MemberCRD 3192098

  • Jason Cullari

    Managing MemberCRD 7998321

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRFIELD, NJ

ESSEX

Location

FAIRFIELD, NJ

Headquartered in FAIRFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
55 Lane Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth