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 primarily engaged in insurance brokerage. The firm does not classify itself under a specific advisory category and has not established a significant presence in the investment advisory landscape. There is no indication of active involvement in environmental, social, and governance (ESG) investing. The firm does not serve as a capital allocator or pension consultant, which may limit its engagement with institutional clients or larger investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth