Carpenter Associates

Carpenter Associates (CRD# 128600) is a financial advisory firm headquartered in Westford, MA. They manage $150,872,315 in 680 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $221,871
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Carpenter Associates
Showing 1 - 2 of 2 top financial advisors.
1
David A. Carpenter
CRD#: 4719038
20 Meetinghouse Road, P.o. Box 791, Littleton, MA 01460
87
Wealthminder
score

David Carpenter (CRD# 4719038) is an Investment Advisor Representative working at Carpenter Associates in Littleton, MA and has 1 year of experience in the finance industry.

2
Rachel N. Decarolis
CRD#: 6482778
270 Littleton Road, Suite 19, Westford, MA 01886
87
Wealthminder
score

Rachel Decarolis (CRD# 6482778) is an Investment Advisor Representative working at Carpenter Associates in Westford, MA and has 1 year of experience in the finance industry.

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