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Sharese Nicole Abbadessa

Horizon Family Wealth, Inc.

Chicago, IL

CRD 5166772

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Employer firm

Horizon Family Wealth, Inc. CRD 315484

$279M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Horizon Family Wealth, Inc.

250 South Wacker Drive Suite 430, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-02-07
  • IL RA
    APPROVED
    Since 2025-02-07

Branch Locations

250 South Wacker Drive Suite 430, Chicago, IL 60606 • 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
Lpl Financial Llc Chicago IL 10/2013 09/2021
Riverpoint Wealth Management Holdings, Inc Chicago IL 10/2013 09/2021
Horizon Family Wealth Elk Grove Village IL 09/2021 Present
  • 10/2013 → 09/2021
    Lpl Financial Llc
    Chicago, IL
  • 10/2013 → 09/2021
    Riverpoint Wealth Management Holdings, Inc
    Chicago, IL
  • 09/2021 → Present
    Horizon Family Wealth
    Elk Grove Village, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-07
S63 Uniform Securities Agent State Law Examination 2008-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-02-07
  • S63 Uniform Securities Agent State Law Examination
    2008-09-18
Other Names
  • Sharese Nicole Dibuglione

View on SEC IAPD

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