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).

Current Firm Details
9160 Forum Corporate Parkway Suite 350, Fort Myers, FL 33905
http://www.cartermanagedinvestments.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $56,866
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Carter Managed Investments, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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