CARLI SANDRA PICCOLELLA is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CONSOLIDATED PORTFOLIO REVIEW CORP.
| Firm | From | To | Current |
|---|---|---|---|
| CONSOLIDATED PORTFOLIO REVIEW CORP | 2026-05-01 | present | Yes |
| PERSONAL CFO SOLUTIONS LLC | 2022-02-28 | 2026-06-01 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2021-01-04 | 2021-09-30 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2012-08-21 | 2020-12-23 | — |