Carter Capital Corporation

Broker-DealerFINRA Member
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 privately held corporation and is classified in FINTRX as an investment bank and placement agent. The firm is owned by an individual and, per the FINTRX snapshot, functions primarily in intermediary/capital-raising roles rather than as a direct investor or portfolio manager. FINTRX flags several operational attributes: Carter Capital is not identified as a capital allocator, is not an active ESG investor, and is not described as a multi-state or newly formed adviser. It is also not listed as a pension consultant or related adviser.

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

Owners & executives

1 of 1
  • Michael Carter

    Michael Carter

    Chief Marketing DirectorCRD 1899687

Contacts

3 of 10
  • Zunnan Chudry

    Zunnan Chudry

    AssociateCRD 7017027

  • Caroline Wisniewski

    Caroline Wisniewski

    FinOpCRD 1463513

  • Ramsey Goodrich

    Ramsey Goodrich

    Managing PartnerCRD 2746028

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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