Dawn Perniciaro Litchfield

Naples Money Management LLC

39 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Naples Money Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

165 clients

Average Client Portfolio

$956K average

Assets Under Management

$157.8M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$250

Location

10001 Tamiami Trail North, Naples, FL, 34108

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History

Regulatory History (1)

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Regulatory

July 2011

Final

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Employment History

Current Registrations

Naples Money Management LLC

July 2011 - Present · 14 yrs 7 mos

Previous Registrations

Mutual Service CorporationBroker

March 1989 - December 2008 · 19 yrs 9 mos

Litchfield, Nelson & Company

March 1989 - March 2010 · 21 yrs

Litchfield, Nelson & Company

March 1989 - December 2002 · 13 yrs 9 mos

Lowry Financial Services CorporationBroker

October 1987 - March 1989 · 1 yr 5 mos

Interstate Securities CorporationBroker

April 1985 - November 1987 · 2 yrs 7 mos

Richardson Greenshields Securities INC.Broker

October 1984 - April 1985 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.