KI
KI

Karen Ann Iannucci

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
141 clients
Average Client Portfolio
$330K average
Assets Under Management
$46.5M
Loading...

Location

157 Waterdam Road, Suite 270, Mcmurray, PA, 15317

Get directions

History

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.

Learn about disclosures →
Other Business Activities

Karen is a project director in the Corporate Compliance Department of the insurance division services of UPMC. She devotes nearly full-time hours to this activity.

Employment History
Current Registrations
Ilg Private Wealth, INC.
August 2019 - Present · 6 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Karen Ann Iannucci - Financial Advisor | TrueAdvisor