Carswell Investments, LLC

Carswell Investments, LLC (CRD# 158205) is a financial advisory firm headquartered in East Syracuse, NY. They manage $227,637,173 in 525 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.


Financial Advisors at Carswell Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
Steven R. Pickard
CRD#: 4556595
245 Seven Farms Drive, Suite 300a, Charleston, SC 29492

Steven Pickard (CRD# 4556595) is an Investment Advisor Representative working at Carswell Investments, LLC in Charleston, SC and has over 21 years of experience in the finance industry.

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