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).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    267
    ACCOUNTS
  • Average Account Value
    $381,762
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Carswell Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven R. Pickard
CRD#: 4556595
6319 Fly Road, Suite 2b, East Syracuse, NY 13057
93
Wealthminder
score

Steven Pickard (CRD# 4556595) is an Investment Advisor Representative working at Carswell Investments, LLC in East Syracuse, NY and has over 14 years of experience in the finance industry.

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