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Carly Jo De Diego

Vice PresidentAdvisorengine Portfolio Solutions Inc.CRD 4744982

About Carly Jo De Diego

Carly Jo De Diego is listed as Vice President at Advisorengine Portfolio Solutions Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Advisorengine Portfolio Solutions Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Carly Jo De Diego work?

Carly Jo De Diego is listed as Vice President at Advisorengine Portfolio Solutions Inc. on SEC Form ADV.

How much of Advisorengine Portfolio Solutions Inc. does Carly Jo De Diego own?

Form ADV reports a beneficial ownership band of Under 5%.

Advisorengine Portfolio Solutions Inc.

TitleVice President
OwnershipUnder 5%
Control personYes
Since2025