Carswell Investments, LLC
Carswell Investments, LLC (CRD# 158205) is a financial advisory firm headquartered in East Syracuse, NY. They manage $101,930,413 in 267 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management102MILLION
Total Number of Accounts267ACCOUNTS
Average Account Value$381,762
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Steven Pickard (CRD# 4556595) is an Investment Advisor Representative working at Carswell Investments, LLC in East Syracuse, NY and has over 15 years of experience in the finance industry.