Carlo Berti is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with LPL ENTERPRISE, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL ENTERPRISE, LLC | 2025-03-24 | present | Yes |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2024-12-19 | 2025-03-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-09-18 | 2020-12-17 | — |