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Caroline Wasielevski

2 Years of Experience
Sanatoga, PA
Broker

Caroline Wasielevski is a registered investment advisor at Cetera Investment Advisers LLC, based in Sanatoga, PA, with 2 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

55 Sunnybrook Road, Sanatoga, PA, 19464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Caroline works as a Client Service Associate for Flagship Financial, LLC, a financial services firm, since June 2023. This takes up a full-time commitment, with most of the hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLC
December 2023 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLCBroker
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Caroline Wasielevski - Financial Advisor | TrueAdvisor