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Carol Ann Mammone Desimone

Abbondandolo Wealth Management Corp

Glen Cove, NY

CRD 6028331

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Employer firm

Abbondandolo Wealth Management Corp CRD 168081

$125M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Abbondandolo Wealth Management Corp

220B Glen Cove Ave, Glen Cove, NY 11542 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-20
CT RA APPROVED 2014-05-02
  • NY RA
    APPROVED
    Since 2021-08-20
  • CT RA
    APPROVED
    Since 2014-05-02

Branch Locations

220B Glen Cove Ave, Glen Cove, NY 11542 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Abbondondolo & Co Glen Head NY 08/2006 Present
  • 08/2006 → Present
    Abbondondolo & Co
    Glen Head, NY
Other Businesses

CAROL ANN MAMMONE DESIMONE IS A CERTIFIED PUBLIC ACCOUNTANT. FROM TIME TO TIME, SHE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. ABBONDANDOLO WEALTH MANAGEMENT CORP ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF ABBONDANDOLO WEALTH MANAGEMENT CORP IN THEIR CAPACITY AS A CERTIFIED PUBLIC ACCOUNTANT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-03
S63 Uniform Securities Agent State Law Examination 2012-05-24
  • S65 Uniform Investment Adviser Law Examination
    2013-12-03
  • S63 Uniform Securities Agent State Law Examination
    2012-05-24
Other Names
  • Carol A Mammone Desimone

View on SEC IAPD

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