Anthony P. Carnevale C.P.A.
Firm details
- Headquarters
- Salem, Massachusetts
- CRD number
- 135182
- Fee structure
- Other
Firm profile
FINTRXOverview
Anthony P. Carnevale C.P.A. is organized as a sole proprietorship and owned by a single individual. The firm is classified in the snapshot as an institutional RIA but is organized and operated at an individual-owner scale rather than as a multi-adviser platform. Its primary reported business activity is insurance brokerage, and its stated fee structure is listed as "Other," which suggests it does not follow a standard hourly, AUM, or commission-only billing model documented in the snapshot. The firm is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a capital allocator or pension consultant. There are no entries indicating related-adviser relationships or recent formation status in the provided profile. The snapshot does not detail specific advisory product lines or portfolio management approaches beyond the insurance brokerage activity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Anthony Carnevale
OwnerCRD 4947288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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