Advisor at Personal CFO Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Personal CFO Solutions LLC
Location
Chester, NJ 07930-2528
Credentials
Series 66
Industry experience
13 years
Carli Piccolella is a financial advisor at Personal CFO Solutions LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. Outside of finance, she worked for the Bloomfield Recreation Department for over a decade. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing longer-term allocations with mutual funds and ETFs, alongside a structured vetting process for independent managers.
Based on Personal CFO Solutions LLC
Based on Personal CFO Solutions LLC
Financial planning and consulting fees range from $1,000 to $20,000 on a fixed or hourly fee basis; negotiable.
$0+: 0.5% N/A+: 0.75% N/A+: 1%
Compensation from sale of insurance products and 12b-1 mutual fund fees received by registered representatives and insurance agents associated with the firm.
Financial planning and consulting fees range from $1,000 to $20,000 on a fixed or hourly fee basis; negotiable.
384 Main Street
Chester, NJ 07930-2528
New Jersey
Personal CFO Solutions LLC
2021 - Present (5 years)
GOLDMAN SACHS & Co. LLC
2021 - 2021 (1 year)
United Capital Financial Advisers, LLC
2020 - 2021 (1 year)
The AYCO Company, L.P./Mercer Allied
2011 - 2021 (10 years)
Bloomfield Recreation Department
2006 - 2018 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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