Marialisa Caruso

Employer firm

Caruso Family Financial Advisors (Cffa) LLC CRD 306593

$24.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2016 → 07/2018
  Presentation High School
  San Jose, CA
• 07/2010 → 06/2020
  Student
  San Jose, CA
• 08/2020 → Present
  Caruso Family Financial Advisors (Cffa) Llc
  San Jose, CA

Other Businesses

Model & Actress; Halvorson Model Management (HMM); Is the business investment related: No; Location of the business: 3777 Stevens Creek Boulevard Santa Clara California 95051; Description of the business: Modeling Agency; Responsibilities Duties: Model & Act; Start date with business: 2023-07-18; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 0; Front Desk & Bridal Consultant; Trudys Brides And Special Occasions; Is the business investment related: No; Location of the business: 1875 South Bascom Avenue, Suite 134 Campbell California 95008; Description of the business: Formal Dress Shop; Responsibilities Duties: Welcome Guests - Answer Questions - Assist Brides in Finding their Dress and Accessories; Start date with business: 2024-01-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 82; Percentage of total yearly compensation expected to be derived from the business: 50;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-28