CARTER CAPITAL CORPORATION

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
SOUTHPORT, Connecticut
CRD number
23521
Registered since
December 23, 1988

Firm profile

FINTRX

Overview

Carter Capital Corporation is organized as a corporation and has been SEC-registered since 1988. FINTRX identifies the firm as owned by an individual and classifies it as "Unclassified." The record indicates the firm is not a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a capital allocator, pension consultant, related adviser, or newly formed adviser. Public disclosures in the FINTRX dataset provide little detail about the firm's advisory services, client types, fee arrangements, or investment approach.

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

Owners & executives

1 of 1
  • MICHAEL CARTER

    Chief Marketing DirectorCRD 1899687

Contacts

3 of 10
  • CHRISTOPHER REENOCK

    DirectorCRD 4694481

  • CAROLINE WISNIEWSKI

    FinOpCRD 1463513

  • Jonathan Colbert

    Managing DirectorCRD 6772132

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTHPORT, CT

FAIRFIELD

Location

SOUTHPORT, CT

Headquartered in SOUTHPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
99 Hbr Road Tide Mill Bldg
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth