Caroline Cziesla

Employer firm

American Dream CRD 282816

$6.7K 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

• 06/2016 → Present
  American Dream
  St. Petersburg, FL
• 12/2007 → 04/2017
  H&R Block (Seasonal)
  St. Petersburg, FL
• 01/2018 → 04/2018
  Intuit Inc (Seasonal)
  Mountain View, CA
• 12/2018 → Present
  Esla & Co.
  St. Petersburg, FL
• 01/2020 → 08/2021
  Intuit Inc
  Mountain View, CA
• 01/2023 → 04/2025
  Ernst & Young
  Secaucus, NJ
• 05/2021 → 12/2022
  My Secure Advantage
  Roseville, CA
• 05/2025 → 06/2025
  Fp Solutions Ri
  Cranston, RI

Previous Registrations

• 2003-06-13 → 2006-03-06
  J. B. Hanauer & Co.
  Tampa, FL

Other Businesses

1. MS. CZIESLA IS THE OWNER OF ESLA PROPERTIES LLC, A MULTI-FAMILY RENTAL PROPERTY LOCATED IN ST. PETERSBURG, FLORIDA. SHE HAS BEEN INVOLVED IN THIS ACTIVITY SINCE 1995. APPROXIMATELY 20 - 25 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS - GENERALLY DURING NON-SECURITIES TRADING HOURS. 2. MS. CZIESLA IS THE OWNER OF AMERICAN DREAM, A REGISTERED INVESTMENT ADVISER WITH THE STATE OF FLORIDA. AMERICAN DREAM PROVIDES FINANCIAL PLANNING AND INVESTMENT MANAGEMENT. THE COMPANY WAS FOUNDED IN JUNE 2016. 3. MS. CZIESLA IS THE OWNER OF ESLA & CO., A TAX PREPARATION AND ACCOUNTING PRACTICE. THE COMPANY WAS FOUNDED IN DECEMBER 2018. DURING THE TAX SEASON, THIS ACTIVITY INVOLVES UP TO 25% OF HER TIME, INCLUDING TIME DURING BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-16
• S63 Uniform Securities Agent State Law Examination
  1999-04-27

Designations

• Certified Financial Planner

Other Names

• Caroline Petrina Cziesla