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).
Total Assets Under Management1,200MILLION
Total Number of Accounts108ACCOUNTS
Average Account Value$11,109,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, CA, DE, FL, GA, MA, MD, ME, NC, NH, NJ, PA, TN, TX, VT
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.
Marcella Carroll (CRD# 5501533) is an Investment Advisor Representative working at Carroll Consultants Advisors, Ltd. in Wayne, PA and has over 3 years of experience in the finance industry.