Charles Picerni (CRD# 7323891) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry. Charles Picerni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
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Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sensible Money | Scottsdale, AZ | Nov 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Scottsdale, AZ | Dec 2020 - Nov 2021 | < 1 |
| J.p. Morgan Securities LLC | Scottsdale, AZ | Dec 2020 - Nov 2021 | < 1 |
| Unemployed | Scottsdale, AZ | Oct 2020 - Nov 2020 | < 1 |
| San Francisco Giants | San Francisco, CA | Feb 2018 - Sep 2020 | 2 |
| Professional Baseball Scouts Foundation | Beverly Hills, CA | Dec 2014 - Feb 2020 | 5 |
| Lululemon Athletica | Thousand Oak, CA | Oct 2019 - Dec 2019 | < 1 |
| Adidas | Camarillo, CA | Nov 2017 - Sep 2019 | 1 |
| The Gilbert Group | Beverly Hills, CA | Jan 2018 - Feb 2018 | < 1 |
| Washington Nationals | Washington, DC | Jun 2016 - Nov 2017 | 1 |
| New York University | New York, NY | Sep 2014 - May 2017 | 2 |
| New York University | New York, NY | Sep 2016 - Dec 2016 | < 1 |
| Arizona Diamondbacks | Pheonix, AZ | May 2016 - Jun 2016 | < 1 |
| Unemployed | Oak Park, CA | Dec 2010 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- AZ
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Total Assets Under Management515MILLIONS
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Total Number of Accounts1,221ACCOUNTS
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Average Account Value$422,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, IN, LA, MA, NC, NH, NJ, OH, PA, SC, TX, VA, WA
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