Carlo Cedrone is a registered investment advisor at Edward Jones, based in Queensbury, NY, with 28 years of industry experience. Carlo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
686 Upper Glen Street, Queensbury, NY, 12804
Get directionsHistory
Regulatory History (1)
Financial
October 2023Other Business Activities
Carlo provides part-time bookkeeping services for a real estate owner and serves as a trustee on the finance committee for a church. He is also a managing partner at Cedrone Piti LLC Real Estate, spending minimal time maintaining property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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