CULLARI CARRICO WEALTH ADVISORS LLC
Firm details
- Headquarters
- FAIRFIELD, New Jersey
- CRD number
- 332681
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2John Carrico
MemberCRD 3192098
Jason Cullari
Managing MemberCRD 7998321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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