Best Investors Account Sign in

Christina Kimberly Filosi

Cary Street Partners

Tampa, FL

Claim This Profile
Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-04
  • FL RA
    APPROVED
    Since 2024-09-04

Branch Locations

2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607 • 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
Morgan Stanley Temple Terrace FL 08/2023 08/2024
Morgan Stanley Temple Terrace FL 06/2022 08/2022
Teresa's Grille Nineteen North Reading MA 07/2017 08/2019
Full-Time Education Tallahassee FL 08/2019 04/2023
Institution For Savings Newburyport MA 03/2019 05/2019
Town Of Middleton Ma Middleton MA 07/2017 08/2017
Full-Time Education Boxford MA 09/2013 06/2019
Unemployed Sarasota FL 04/2023 07/2023
Cary Street Partners Llc Tampa FL 08/2024 Present
Cary Street Partners Investment Advisory Llc Tampa FL 08/2024 Present
  • 08/2023 → 08/2024
    Morgan Stanley
    Temple Terrace, FL
  • 06/2022 → 08/2022
    Morgan Stanley
    Temple Terrace, FL
  • 07/2017 → 08/2019
    Teresa's Grille Nineteen
    North Reading, MA
  • 08/2019 → 04/2023
    Full-Time Education
    Tallahassee, FL
  • 03/2019 → 05/2019
    Institution For Savings
    Newburyport, MA
  • 07/2017 → 08/2017
    Town Of Middleton Ma
    Middleton, MA
  • 09/2013 → 06/2019
    Full-Time Education
    Boxford, MA
  • 04/2023 → 07/2023
    Unemployed
    Sarasota, FL
  • 08/2024 → Present
    Cary Street Partners Llc
    Tampa, FL
  • 08/2024 → Present
    Cary Street Partners Investment Advisory Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-02
  • S66 Uniform Combined State Law Examination
    2023-11-02
Other Names
  • Tina Filosi
  • Christina K Filosi

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor