Carroll Investors, Inc.

Carroll Investors, Inc. (CRD# 311180) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $150,351,147 in 190 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1036 Lansing Dr, Suite 102, Mount Pleasant, SC 29464
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $791,322
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Carroll Investors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Carroll, financial advisor Mount Pleasant SC
Stephen D. Carroll
CRD#: 2804183
1036 Lansing Dr, Suite 102, Mount Pleasant, SC 29464

Stephen Carroll (CRD# 2804183) is an Investment Advisor Representative working at Carroll Investors, Inc. in Mount Pleasant, SC and has over 27 years of experience in the finance industry.

2
Maria Howe, financial advisor Mount Pleasant SC
Maria B. Howe
CRD#: 5164889
1036 Lansing Dr, Suite 102, Mount Pleasant, SC 29464

Maria Howe (CRD# 5164889) is an Investment Advisor Representative working at Carroll Investors, Inc. in Mount Pleasant, SC and has over 17 years of experience in the finance industry.

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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