Carlos Menicucci (CRD# 6308217) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prosper, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 1255317
Sagepoint Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2019 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2019 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano, TX | Oct 2017 - Feb 2019 | 1 |
| Bank Of America, N.a. | Plano, TX | Oct 2017 - Feb 2019 | 1 |
| Td Ameritrade | Fort Worth, TX | Jan 2017 - Oct 2017 | < 1 |
| Unemployed | Prosper, TX | Oct 2016 - Dec 2016 | < 1 |
| Us Dept Of Justice | Yazoo City, MS | Jul 2016 - Oct 2016 | < 1 |
| Unemployed | Prosper, TX | Apr 2016 - Jun 2016 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Oct 2015 - Apr 2016 | < 1 |
| Td Ameritrade | Fort Worth, TX | Mar 2014 - Oct 2015 | 1 |
| University Of Maryland School Of Law | Baltimore, MD | Aug 2013 - Feb 2014 | < 1 |
| Dc Volunteer Lawyers Project | Washington , Dc, DC | Jun 2013 - Aug 2013 | < 1 |
| Nexcro Corp | Irvine, CA | Aug 2011 - Aug 2013 | 2 |
| Unemployed | Washington, Dc, DC | Mar 2013 - Jun 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management82,247MILLIONS
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Total Number of Accounts382,713ACCOUNTS
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Average Account Value$214,906
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Market timing services
- Educational seminars/workshops
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