Carret Asset Management, LLC

Carret Asset Management, LLC (CRD# 131445) is a financial advisory firm headquartered in New York, NY. They manage $2,966,000,808 in 2,255 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,966
    MILLION
  • Total Number of Accounts
    2,255
    ACCOUNTS
  • Average Account Value
    $1,315,300
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Carret Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Pierre J. Devegh
CRD#: 66526
40 West 57th Street, 20th Floor, New York, NY 10019

Pierre Devegh (CRD# 66526) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 39 years of experience in the finance industry.

2
Todd R. Fliegel
CRD#: 4344474
40 West 57th Street, 20th Floor, New York, NY 10019

Todd Fliegel (CRD# 4344474) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 17 years of experience in the finance industry.

3
Laurence R. Golding
CRD#: 1968508
40 West 57th Street, 20th Floor, New York, NY 10019

Laurence Golding (CRD# 1968508) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

4
Jason R. Graybill
CRD#: 2718603
201 Milwaukee Street, Suite 200, Denver, CO 80206

Jason Graybill (CRD# 2718603) is an Investment Advisor Representative working at Carret Asset Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

5
Elizabeth A. Newberry
CRD#: 2567715
40 West 57th Street, 20th Floor, New York, NY 10019

Elizabeth Newberry (CRD# 2567715) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 17 years of experience in the finance industry.

6
David P. Pearson
CRD#: 1011590
40 West 57th Street, 20th Floor, New York, NY 10019

David Pearson (CRD# 1011590) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 33 years of experience in the finance industry.

7
Wayne S. Reisner
CRD#: 860734
40 West 57th Street, 20th Floor, New York, NY 10019

Wayne Reisner (CRD# 860734) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 16 years of experience in the finance industry.

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