Carret Asset Management, LLC

Carret Asset Management, LLC (CRD# 131445) is a financial advisory firm headquartered in New York, NY. They manage $3,115,450,861 in 2,525 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
360 Madison Avenue, 20th Floor, New York, NY 10017
http://www.carret.com
By the Numbers
  • Total Assets Under Management
    3,115
    MILLION
  • Total Number of Accounts
    2,525
    ACCOUNTS
  • Average Account Value
    $1,233,842
Compensation Options
  • A percentage of assets under your management
  • 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
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, ND, 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 - 10 of 11 top financial advisors.
1
Pierre Devegh, financial advisor New York NY
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 43 years of experience in the finance industry.

2
Todd Fliegel, financial advisor New York NY
Todd R. Fliegel
CRD#: 4344474
360 Madison Avenue, 20th Floor, New York, NY 10017

Todd Fliegel (CRD# 4344474) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 20 years of experience in the finance industry.

3
Laurence Golding, financial advisor New York NY
Laurence R. Golding
CRD#: 1968508
360 Madison Avenue, 20th Floor, New York, NY 10017

Laurence Golding (CRD# 1968508) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 22 years of experience in the finance industry.

4
Jason Graybill, financial advisor Denver CO
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 Newberry, financial advisor New York NY
Elizabeth A. Newberry
CRD#: 2567715
360 Madison Avenue, 20th Floor, New York, NY 10017

Elizabeth Newberry (CRD# 2567715) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 20 years of experience in the finance industry.

6
David Pearson, financial advisor New York NY
David P. Pearson
CRD#: 1011590
360 Madison Avenue, 20th Floor, New York, NY 10017

David Pearson (CRD# 1011590) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 36 years of experience in the finance industry.

7
Wayne Reisner, financial advisor New York NY
Wayne S. Reisner
CRD#: 860734
360 Madison Avenue, 20th Floor, New York, NY 10017

Wayne Reisner (CRD# 860734) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 20 years of experience in the finance industry.

8
Brendan Devine, financial advisor New York NY
Brendan E. Devine
CRD#: 6880893
360 Madison Avenue, 20th Floor, New York, NY 10017

Brendan Devine (CRD# 6880893) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 6 years of experience in the finance industry.

9
Jack Kaplan, financial advisor New York NY
Jack C. Kaplan
CRD#: 1941012
360 Madison Avenue, 20th Floor, New York, NY 10017

Jack Kaplan (CRD# 1941012) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has 1 year of experience in the finance industry.

10
Neil Klein, financial advisor New York NY
Neil D. Klein
CRD#: 1940962
360 Madison Avenue, 20th Floor, New York, NY 10017

Neil Klein (CRD# 1940962) is an Investment Advisor Representative working at Carret Asset Management, LLC in New York, NY and has over 34 years of experience in the finance industry.

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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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