Carolyn Ann Sipperley
Investment adviser representative at One + One Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$383MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- One + One Wealth Management, LLCNov 2020 to now
- Step 2 Consulting, IncMar 2017 to now
- Raymond James & Associates, Inc.Feb 2006 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
One + One Wealth Management, LLC
$383MAssets managed
251Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2758344
- Firm CRD
- 310906