Carapace Financial Advisors LLC

Carapace Financial Advisors LLC (CRD# 291404) is a financial advisory firm headquartered in Bedminster, NJ. They manage $50,450,787 in 22 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
One Pluckemin Way, Suite 203, Bedminster, NJ 07921
http://carapacefinancial.com/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $2,293,218
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NJ

Financial Advisors at Carapace Financial Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gregory Aroneo, financial advisor Bedminster NJ
Gregory J. Aroneo
CRD#: 5783166
One Pluckemin Way, Suite 203, Bedminster, NJ 07921

Gregory Aroneo (CRD# 5783166) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Bedminster, NJ and has over 10 years of experience in the finance industry.

2
Timothy Moran, financial advisor Bedminster NJ
Timothy G. Moran
CRD#: 4630693
One Pluckemin Way, Suite 203, Bedminster, NJ 07921

Timothy Moran (CRD# 4630693) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Bedminster, NJ and has over 5 years of experience in the finance industry.

3
Frederick Ziwot, financial advisor Bedminster NJ
Frederick P. Ziwot
CRD#: 1834033
One Pluckemin Way, Suite 203, Bedminster, NJ 07921

Frederick Ziwot (CRD# 1834033) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Bedminster, NJ and has over 8 years of experience in the finance industry.

4
William McCarthy, financial advisor Hingham MA
William S. McCarthy
CRD#: 7785075
Hingham, MA

William McCarthy (CRD# 7785075) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Hingham, MA and has 1 year of experience in the finance industry.

5
Matthew Scalaro, financial advisor Bedminster NJ
Matthew J. Scalaro
CRD#: 1959900
One Pluckemin Way, Suite 203, Bedminster, NJ 07921

Matthew Scalaro (CRD# 1959900) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Bedminster, NJ and has over 34 years of experience in the finance industry.

6
Ryan Toohers, financial advisor Bedminster NJ
Ryan J. Toohers
CRD#: 7770610
One Pluckemin Way, Suite 203, Bedminster, NJ 07921

Ryan Toohers (CRD# 7770610) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Bedminster, NJ and has 1 year of experience in the finance industry.

7
Michael Webster, financial advisor Los Angeles CA
Michael W. Webster
CRD#: 7591263
Los Angeles, CA

Michael Webster (CRD# 7591263) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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