Carrie Helene Malatesta is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with BOGART WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BOGART WEALTH, LLC | 2026-01-08 | present | Yes |
| EVERMAY WEALTH MANAGEMENT, LLC | 2024-01-08 | 2026-01-07 | — |