Carter Dizes (CRD# 7326790) is an Investment Advisor Representative working at Rmc Investment Advisors in West Hartford, CT and has over 3 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rmc Investment Advisors | West Hartford, CT | Sep 2020 - Current | 3 |
| Northeastern University | Boston, MA | Sep 2016 - Dec 2020 | 4 |
| Provident Healthcare Partners | Beverly Hills, CA | Jan 2020 - Jun 2020 | < 1 |
| Spinnaker Capital LLC | Boston, MA | Jan 2019 - Jul 2019 | < 1 |
| Laz Parking | Boston, MA | Jan 2017 - Oct 2018 | 1 |
| Calypso Blue Pool & Spa / Tolis Construction | Columbia, CT | Apr 2017 - Aug 2018 | 1 |
| John Hancock | Boston, MA | Jan 2018 - Jun 2018 | < 1 |
| Laz Parking | Hartford, CT | Aug 2017 - Sep 2017 | < 1 |
| Wethersfield High School | Wethersfield, CT | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CT
-
Total Assets Under Management951MILLIONS
-
Total Number of Accounts828ACCOUNTS
-
Average Account Value$1,148,268
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, RI, SC, TX
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