Carolyn Anne Paldino
Investment adviser representative at Conifer Investments Ltd
35 yearsExperience
1 stateRegistered in
$524MFirm assets
32 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Conifer Investments LtdSep 1991 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CT).
Conifer Investments Ltd
$524MAssets managed
41Clients
1Advisers
32 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
- 4363324
- Firm CRD
- 106159