Kendra Carano
Investment adviser representative at Success Wealth Management LLC
8 yearsExperience
2 statesRegistered in
$110.5MFirm assets
2 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.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Success Wealth Management LLCMar 2020 to now
- Independent Agent dba Charter Financial GroupJan 2018 to now
- Hazard & Siegel IncJan 2022 to Dec 2024
- New York Life Insurance CoApr 2016 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, RI).
Success Wealth Management LLC
$110.5MAssets managed
821Clients
15Advisers
2 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
- 6638291
- Firm CRD
- 299094