Carroll Consultants Advisors, Ltd.

Carroll Consultants Advisors, Ltd. (CRD# 159836) is a financial advisory firm headquartered in Wayne, PA. They manage $1,199,805,259 in 108 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,200
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $11,109,308
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AL, CA, DE, FL, GA, MA, MD, ME, NC, NH, NJ, PA, TN, TX, VT

Financial Advisors at Carroll Consultants Advisors, Ltd.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas H. Giedgowd
CRD#: 2557757
Two Glenhardie Corporate Center Suite 201, 1285 Drumerrs Lane, Wayne, PA 19087
93
Wealthminder
score

Thomas Giedgowd (CRD# 2557757) is an Investment Advisor Representative working at Carroll Consultants Advisors, Ltd. in Wayne, PA and has over 22 years of experience in the finance industry.

2
Marcella A. Carroll
CRD#: 5501533
Two Glenhardie Corporate Center, 1285 Drummers Lane, Suite 201, Wayne, PA 19087
88
Wealthminder
score

Marcella Carroll (CRD# 5501533) is an Investment Advisor Representative working at Carroll Consultants Advisors, Ltd. in Wayne, PA and has over 2 years of experience in the finance industry.

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