Cara Angelo is a registered investment advisor, based in Oakdale, NY, with 20 years of industry experience.
Location
Oakdale, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cara works as a Client Services Manager at KC Wealth Management LLC and dedicates full-time hours to this role. She is also a Partner at KC Wealth Management LLC, focusing on operational and fiduciary duties, client relationship management, and staff management, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations24 states
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