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).
Current Firm Details
By the Numbers
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Total Assets Under Management228MILLION
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Total Number of Accounts525ACCOUNTS
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Average Account Value$433,595
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, 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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