Anthony P. Carnevale C.P.A.

RIAState 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. 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

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

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Recent filings

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Awards

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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