Carr Financial Group

Carr Financial Group (CRD# 317321) is a financial advisory firm headquartered in Worcester, MA. They manage $553,649,818 in 1,283 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
20 Park Avenue, Ste #201, Worcester, MA 01605
https://carrfinancial.com/
By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    1,283
    ACCOUNTS
  • Average Account Value
    $431,528
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NC, NH, RI, TX, WA

Financial Advisors at Carr Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Carelli, financial advisor Worcester MA
Christopher P. Carelli
CRD#: 4778492
20 Park Avenue, Ste #201, Worcester, MA 01605

Christopher Carelli (CRD# 4778492) is an Investment Advisor Representative working at Carr Financial Group in Worcester, MA and has over 19 years of experience in the finance industry.

2
Spencer Lyons, financial advisor Worcester MA
Spencer M. Lyons
CRD#: 6734715
20 Park Avenue, Ste #201, Worcester, MA 01605

Spencer Lyons (CRD# 6734715) is an Investment Advisor Representative working at Carr Financial Group in Worcester, MA and has over 3 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals