Carol Scicchitano
Carol Scicchitano is a registered investment advisor at Philadelphia Partners Capital Management, LLC, based in Baltimore, MD, with 27 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 68 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees may be negotiable depending on the scope of services provided and the complexity of your financial situation and your objectives. For fixed income only accounts, the annual fee is 0.5% for the first $5 million, and negotiable over $5 million.
Fee Estimator
Location
1411 Clarkview Road, Baltimore, MD, 21209
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Regulatory History
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
Carol is a Senior Vice President and CCO at Philadelphia Partners Capital Management, LLC, a registered investment advisor, since 2018. She dedicates about a quarter of her time to providing investment advice, account monitoring, and compliance oversight.
Employment History
Current Registrations
Philadelphia Partners Capital Management, LLC
Chapin Davis Asset Management
Chapin, DavisBroker
Previous Registrations
Philadelphia Partners Capital Management, LLC
Cv Brokerage, INCBroker
1914 Advisors
Boenning & Scattergood, INC.Broker
Haverford Trust Securities, INC.Broker
Haverford Trust Securities, INC.Broker
UBS Financial Services INC.Broker
Schroder & CO. INC.Broker
Mellon Financial Services CorporationBroker
State Registrations24 states
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.