Steven Pickard, financial advisor Charleston SC

Steven Pickard

CRD Number: 4556595
Current Firm: Carswell Investments, LLC

Steven Pickard (CRD# 4556595) is an Investment Advisor Representative working at Carswell Investments, LLC in Charleston, SC and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Carswell Investments, LLC East Syracuse, NY Jun 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Steven R. Pickard
Phone Number: (800) 510-6693
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    228
    MILLIONS
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $433,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NY, SC, TX

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