Carlton Getz, financial advisor Salt Lake City UT

Carlton Getz

CRD Number: 5105240
Current Firm: Winter Harbor Advisors, LLC

Carlton Getz (CRD# 5105240) is an Investment Advisor Representative working at Winter Harbor Advisors, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Spectrum Engineers, Inc. Salt Lake City, UT Jul 2006 - Current 17
Winter Harbor Advisors, LLC Salt Lake City, UT Jan 2006 - Current 18
Getz & Associates, Incorporated Maryland Heights, MO Aug 2005 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Carlton A. Getz
Phone Number: 888-414-6750
Registered State(s):
  • UT
Current Firm Details
Winter Harbor Advisors, LLC
Firm's CRD Number: 139074
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $793,179
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

UT

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