Carolina Leppert

Director Of Operations at Periscope Wealth Management - New York, NY, US

Carolina Leppert's Colleagues at Periscope Wealth Management

Daniel Riso

Managing Partner, Investment Advisor

Contact Daniel Riso

James Ruggiero

Marketing Associate

Contact James Ruggiero

Mathew Rough

Financial Advisor

Contact Mathew Rough

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Carolina Leppert's Contact Details

Email (Verified)
***@periscopewm.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
212-408-9076

Location
New York, New York, United States

Company
Periscope Wealth Management

Carolina Leppert's Company Details

Periscope Wealth Management

New York, NY, US • 5 - 9 Employees
Financial Services

Periscope Wealth Management is a fully integrated wealth management company that helps develop and implement financial solutions for individuals, families, institutions and closely held businesses.Our firm's client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results.By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.Equitable, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dPeriscope Wealth Management is not a registered investment advisor and is not owned or operated by Equitable or Equitable Network. AGE 133415-(02/18)(exp.02/2020)

Wealth Management Investment Strategies Investment Companies Special Opportunities Investments Risk Management Financial Planning Tax-Efficient Investing Strategies Cash Management Insurance & Estate Planning Strategies Asset Allocation Strategies Insurance & Estate Planning Strategies

Details about Periscope Wealth Management

Frequently Asked Questions about Carolina Leppert

Carolina Leppert currently works for Periscope Wealth Management.

Carolina Leppert's role at Periscope Wealth Management is Director Of Operations.

Carolina Leppert's email address is ***@periscopewm.com. To view Carolina Leppert's full email address, please signup to ConnectPlex.

Carolina Leppert works in the Financial Services industry.

Carolina Leppert's colleagues at Periscope Wealth Management are Daniel Riso, Joseph DiMauro, Pat McEvoy, James Ruggiero, Viral Shah, Mathew Rough and others.

Carolina Leppert's phone number is 212-408-9076