CM
Catherine Maniscalco avery
from Caim LLC
Catherine Maniscalco avery is a financial advisor based in Florida, Longboat Key,
with 39 years of experience. Catherine currently works for
Caim LLC.
Catherine maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Catherine Maniscalco avery works at Caim LLC
Caim LLC is a financial advisory firm based in Longboat Key, Florida. It currently has approximately $105,087,796 of assets under management and employs about 4 people. Caim LLC uses a fee structure of a percentage of assets under your management and subadvisor fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
23 years
Fee structure
A percentage of assets under your management and subadvisor fees
Office location
595 Bay Isles Road, Suite 210, Longboat Key, Florida, 34228
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