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 an institutional registered investment adviser structured as a sole proprietorship with an individual owner. The firm’s primary recorded business activity is insurance brokerage rather than traditional discretionary asset management; its reported fee structure is categorized as "Other." SEC registration year is not provided in the available data. The firm is not identified as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. It also does not list pension consulting or related-adviser activities in the 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth