Carisa Bertrand is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ENCOMPASS MORE ASSET MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ENCOMPASS MORE ASSET MANAGEMENT LLC | 2024-09-09 | present | Yes |
| SCF INVESTMENT ADVISORS, INC. | 2024-02-07 | 2024-10-17 | — |
| NEW MILLENNIUM GROUP, LLC | 2022-08-02 | 2024-02-07 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2021-08-03 | 2022-08-04 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2018-09-06 | 2020-11-05 | — |