Carswell Investments, LLC
Carswell Investments, LLC (CRD# 158205) is a financial advisory firm headquartered in East Syracuse, NY. They manage $260,386,551 in 546 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management260MILLION
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Total Number of Accounts546ACCOUNTS
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Average Account Value$476,898
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, NY, SC, TX
Financial Advisors at Carswell Investments, LLC
1
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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