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Carrie Prusa

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC·BOCA RATON, Florida
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4800 N. FEDERAL HIGHWAY, BOCA RATON, FL 33431CRD# 5178421Firm CRD# 126767
01

About

Carrie Prusa is a registered financial advisor based in BOCA RATON, Florida, affiliated with BARON SILVER STEVENS FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
AUM
$866M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BARON SILVER STEVENS FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SHARES IN FEES CHARGED BY THIRD PARTY MONEY MANAGERS
Regulatory
SEC/IARD CRD# 5178421
Firm CRD# 126767
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carrie Prusa offer?
Carrie Prusa specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Carrie Prusa's credentials?
Carrie Prusa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Prusa located?
Carrie Prusa is based in BOCA RATON, Florida, working with BARON SILVER STEVENS FINANCIAL ADVISORS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Carrie Prusa charge for services?
Carrie Prusa's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: shares in fees charged by third party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARON SILVER STEVENS FINANCIAL ADVISORS, LLC?
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $866M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in FloridaNational Fee Analysis
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