Charles Picerni
Investment adviser representative at Sensible Money, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$742.5MFirm assets
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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
12 years in the industry.
- Sensible Money, LLCNov 2021 to now
- J.P. Morgan Securities LLCDec 2020 to Nov 2021
- JPMorgan Chase Bank, N.A.Dec 2020 to Nov 2021
- UnemployedOct 2020 to Nov 2020
- Lululemon AthleticaOct 2019 to Dec 2019
- San Francisco GiantsFeb 2018 to Sep 2020
- The Gilbert GroupJan 2018 to Feb 2018
- AdidasNov 2017 to Jan 2018
- Washington NationalsJun 2016 to Nov 2017
- Professional Baseball Scouts FoundationDec 2014 to Feb 2020
- New York UniversitySep 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sensible Money, LLC
$742.5MAssets managed
326Clients
13Advisers
9 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
- 7323891
- Firm CRD
- 158641