Kimberlie Karasewicz is a registered investment advisor, based in Parsippany, NJ, with 16 years of industry experience.
Location
4 Campus Drive, Parsippany, NJ, 07054
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kimberlie works for Summit Financial as Director of Client Services, providing client support. This investment-related activity takes about half of her time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2022 - Present · 3 yrs 6 mos
Summit Financial, LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Morgan Stanley
December 2009 - June 2021 · 11 yrs 6 mos
Morgan StanleyBroker
October 2009 - June 2021 · 11 yrs 8 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.