Steven Carhart, financial advisor Manchester-by-the-Sea MA
96 score

Steven Carhart

CRD Number: 1942340
Current Firm: Trust & Fiduciary Income Partners LLC

Steven Carhart (CRD# 1942340) is an Investment Advisor Representative working at Trust & Fiduciary Income Partners LLC in Manchester-by-the-Sea, MA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Trust & Fiduciary Management Services, Inc. Boston, MA Nov 2015 - Current 2
Trust & Fiduciary Management Services, Inc. Boston, MA Jun 2000 - Nov 2015 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Steven C. Carhart
Phone Number: 201-708-8160
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $3,687,316
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

MA, NJ

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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