Carter Capital Corporation
Firm details
- Headquarters
- Southport, Connecticut
- CRD number
- 23521
- Registered since
- December 23, 1988
- Website
- www.cartermorse.com
Firm profile
FINTRXOverview
Carter Capital Corporation is organized as a corporation that operates as an investment bank and placement agent. The firm appears to be individually owned and is listed as having been SEC registered in 1988. FINTRX categorizes the firm as not acting as a capital allocator and not positioning itself as an ESG-active or multi-state advisory shop; it is also not identified as a pension consultant or related adviser. Public filings and the dataset provide limited detail on the firm's client types, fee structure, specific business lines beyond placement activity, or advisory services, so the record emphasizes its placement-agent/investment-bank classification rather than a traditional wealth-management role.
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
3 of 11
Zunnan Chudry
AssociateCRD 7017027

Caroline Wisniewski
FinOpCRD 1463513

Michael Carter
Managing PartnerCRD 1899687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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