Caroline Cziesla is a CFP-designated registered investment advisor at American Dream, based in St. Petersburg, FL, with 12 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 2 clients with $5.3K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1015 7th Ave N, St. Petersburg, FL, 33705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caroline owns Esla Properties LLC (rental property since 1995), American Dream (a registered investment advisor founded in 2016), and Esla & Co. (a tax preparation and accounting practice founded in 2018). She also works as a full-time contracted employee of Ernst & Young, taking about half of her time.
Employment History
Current Registrations
American Dream
Previous Registrations
J. B. Hanauer & CO.
State Registrations1 state
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