Joseph Michael Allaria

Employer firm

Carsonallaria Wealth Management, Ltd. CRD 157998

$792M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 10/2017
  Visionary Wealth Advisors, Llc
  Edwardsville, IL
• 04/2014 → 01/2017
  Mass Mutual Life Insurance Company
  Edwardsville, IL
• 11/2017 → Present
  Carsonallaria Wealth Managment, Ltd.
  Glen Carbon, IL

Previous Registrations

• 2014-04-21 → 2017-11-21
  Visionary Wealth Advisors, Llc
  Edwardsville, IL
  St. Louis, MO
• 2012-10-31 → 2014-04-09
  Slagle Financial, Llc.
  Edwardsville, IL

Other Businesses

1. VARIOUS CARRIERS; YES, INVESTMENT RELATED; MULTIPLE ADDRESSES; INSURANCE SALES; LICENSED INSURANCE AGENT; START DATE: 2014; LESS THAN 10 HOURS/MONTH WHICH ARE TYPICALLY DURING SECURITIES TRADING HOURS; INSURANCE SALES. 2. CARPENTER CREEK LLC; NOT INVESTMENT RELATED; [ADDRESS]; REAL ESTATE INVESTMENT ENTITY; [POSITION/TITLE]; START DATE: 2019; 50% OWNERSHIP STAKE. SPENDS LESS THAN 4 HOURS/MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; RECEIVES RENTAL INCOME. 3. MVR PROPERTIES; NOT INVESTMENT RELATED; 2246 S STATE ROUTE 157 GLEN CARBON IL 62034; NATURE OF BUSINESS IS TO INVEST IN PROPERTIES; TITLE: MEMBER; START DATE: 07/29/2024; APPROX <4 HRS/MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; DUTIES ARE SOLELY OWNING THE BUILDING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-30

Designations

• Certified Financial Planner

Other Names

• Joseph M. Allaria