Investment adviser representative · One + One Wealth Management, LLC
Carolyn A. Sipperley
CRD 2758344 · Jupiter, FL
At a glance
Carolyn A. Sipperley is an investment adviser representative with One + One Wealth Management, LLC in Jupiter, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carolyn’s SEC record dates to 2004, about 22 years ago.
Current advisory firm
- One + One Wealth Management, LLCSince November 2020Jupiter, FL · $383M in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carolyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at One + One Wealth Management, LLC
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- Eric J. Breitenbach Jr.Jupiter
- Keith A. DubauskasJupiter
- Frank L. Maurno IIIJupiter · Certified Financial Planner
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