Be advised. This firm is no longer registered.

Carter Managed Investments, LLC

Carter Managed Investments, LLC (CRD# 173973) is a financial advisory firm headquartered in Fort Myers, FL. They manage $625,525 in 11 accounts and serve the financial needs of clients across 1 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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.


Financial Advisors at Carter Managed Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
Gregory M. Carter
CRD#: 6071910
9160 Forum Corporate Parkway Suite 350, Fort Myers, FL 33905

Gregory Carter (CRD# 6071910) is an Investment Advisor Representative working at Carter Managed Investments, LLC in Fort Myers, FL and has over 5 years of experience in the finance industry.

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