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. The firm is owned by an individual and is categorized in the data as "unclassified." Available records indicate it is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. No details about the firm's advisory services, client types, fee model, investment focus, or affiliations were provided in the source material.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Carter

    Chief Marketing DirectorCRD 1899687

Contacts

3 of 10
  • Christopher Reenock

    Christopher Reenock

    DirectorCRD 4694481

  • Caroline Wisniewski

    Caroline Wisniewski

    FinOpCRD 1463513

  • Jonathan Colbert

    Jonathan Colbert

    Managing DirectorCRD 6772132

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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