Carret Asset Management, LLC

Carret Asset Management, LLC (CRD# 131445) is a financial advisory firm headquartered in New York, NY. They manage $1,922,760,373 in 1,858 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,923
    MILLION
  • Total Number of Accounts
    1,858
    ACCOUNTS
  • Average Account Value
    $1,034,855
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 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Carret Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Todd R. Fliegel
CRD#: 4344474
40 West 57th Street, 20th Floor, New York, NY 10019
96
Wealthminder
score

Todd Fliegel (CRD# 4344474) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 13 years of experience in the finance industry.

2
Elizabeth A. Newberry
CRD#: 2567715
40 West 57th Street, 20th Floor, New York, NY 10019
96
Wealthminder
score

Elizabeth Newberry (CRD# 2567715) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 13 years of experience in the finance industry.

3
Pierre J. Devegh
CRD#: 66526
40 West 57th Street, 20th Floor, New York, NY 10019
93
Wealthminder
score

Pierre Devegh (CRD# 66526) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 35 years of experience in the finance industry.

4
Laurence R. Golding
CRD#: 1968508
40 West 57th Street, 20th Floor, New York, NY 10019
93
Wealthminder
score

Laurence Golding (CRD# 1968508) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 15 years of experience in the finance industry.

5
David P. Pearson
CRD#: 1011590
40 West 57th Street, 20th Floor, New York, NY 10019
93
Wealthminder
score

David Pearson (CRD# 1011590) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 29 years of experience in the finance industry.

6
Wayne S. Reisner
CRD#: 860734
40 West 57th Street, 20th Floor, New York, NY 10019
93
Wealthminder
score

Wayne Reisner (CRD# 860734) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 12 years of experience in the finance industry.

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