Carswell Investments, LLC
Carswell Investments, LLC (CRD# 158205) is a financial advisory firm headquartered in East Syracuse, NY. They manage $239,729,015 in 454 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management240MILLION
Total Number of Accounts454ACCOUNTS
Average Account Value$528,037
- 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)
FL, NY, SC, TX
Steven Pickard (CRD# 4556595) is an Investment Advisor Representative working at Carswell Investments, LLC in Daniel Island, SC and has over 19 years of experience in the finance industry.