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 lists the firm as individually owned and classifies it as "Unclassified." Reported attributes indicate it does not operate as a multi-state adviser, is not identified as an active ESG investor, and is not flagged as a capital allocator, pension consultant, related adviser, or a newly formed adviser. Fields for client base, fee structure, business activities, and advisory activities are not provided in the available record.

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

3 of 11
  • Christopher Reenock

    Christopher Reenock

    Managing DirectorCRD 4694481

  • Caroline Wisniewski

    Caroline Wisniewski

    FinOpCRD 1463513

  • Jonathan Colbert

    Jonathan Colbert

    Managing DirectorCRD 6772132

Unlock 8 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