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Charles Picerni

Sensible Money, LLC

Scottsdale, AZ

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Current Employers
Sensible Money, Llc

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-05-18
  • AZ RA
    APPROVED
    Since 2022-05-18

Branch Locations

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • 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
Jpmorgan Chase Bank, N.A. Scottsdale AZ 12/2020 11/2021
J.P. Morgan Securities Llc Scottsdale AZ 12/2020 11/2021
Unemployed Scottsdale AZ 10/2020 11/2020
San Francisco Giants San Francisco CA 02/2018 09/2020
Professional Baseball Scouts Foundation Beverly Hills CA 12/2014 02/2020
Lululemon Athletica Thousand Oaks CA 10/2019 12/2019
The Gilbert Group Beverly Hills CA 01/2018 02/2018
Adidas Camarillo CA 11/2017 01/2018
Washington Nationals Washington DC 06/2016 11/2017
New York University New York NY 09/2014 05/2017
New York University New York NY 09/2016 12/2016
Sensible Money Scottsdale AZ 11/2021 12/2025
Sensible Money Llc Scottsdale AZ 01/2026 Present
  • 12/2020 → 11/2021
    Jpmorgan Chase Bank, N.A.
    Scottsdale, AZ
  • 12/2020 → 11/2021
    J.P. Morgan Securities Llc
    Scottsdale, AZ
  • 10/2020 → 11/2020
    Unemployed
    Scottsdale, AZ
  • 02/2018 → 09/2020
    San Francisco Giants
    San Francisco, CA
  • 12/2014 → 02/2020
    Professional Baseball Scouts Foundation
    Beverly Hills, CA
  • 10/2019 → 12/2019
    Lululemon Athletica
    Thousand Oaks, CA
  • 01/2018 → 02/2018
    The Gilbert Group
    Beverly Hills, CA
  • 11/2017 → 01/2018
    Adidas
    Camarillo, CA
  • 06/2016 → 11/2017
    Washington Nationals
    Washington, DC
  • 09/2014 → 05/2017
    New York University
    New York, NY
  • 09/2016 → 12/2016
    New York University
    New York, NY
  • 11/2021 → 12/2025
    Sensible Money
    Scottsdale, AZ
  • 01/2026 → Present
    Sensible Money Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
S63 Uniform Securities Agent State Law Examination 2021-03-26
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14
  • S63 Uniform Securities Agent State Law Examination
    2021-03-26
Designations
Other Names
  • Cj Picerni
  • Charles Picerni
  • Charles Picerni

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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