Sm Carlton Advisory

Sm Carlton Advisory (CRD# 310381) is a financial advisory firm headquartered in , . They manage $1,850,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.smcarltonadvisory.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $108,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Sm Carlton Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Muffly, financial advisor Astoria NY
Samuel C. Muffly
CRD#: 7283733
Astoria, NY

Samuel Muffly (CRD# 7283733) is an Investment Advisor Representative working at Sm Carlton Advisory in Astoria, NY and has over 3 years of experience in the finance industry.

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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