Anthony P. Carnevale C.P.A.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Salem, Massachusetts
CRD number
135182
Fee structure
Other

Firm profile

FINTRX

Overview

Anthony P. Carnevale C.P.A. operates as a sole proprietorship focused on insurance brokerage rather than as an investment management firm. The entity is organized under an individual owner model and is classified as Unclassified in the available records. Public data do not show advisory activities or a role as a capital allocator; the firm is not identified as an active ESG investor, pension consultant, related adviser, or a multistate adviser. The firm's fee structure is recorded as "Other," and SEC registration details are not listed in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Anthony Carnevale

    OwnerCRD 4947288

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Salem, MA

Essex

Location

Salem, MA

Headquartered in Salem, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
15 Front St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth