Claim Profile
Unclaimed Profile
JC

Julie Cycenas Carnevale

EDMP, INC.·LUTZ, Florida
Clean recordEDMP, INC.
136 WHITAKER ROAD, LUTZ, FL 33549CRD# 1317870Firm CRD# 110248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Cycenas Carnevale · LUTZ, FL
Registration
CRD #1317870 · EDMP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Cycenas Carnevale is a registered financial advisor based in LUTZ, Florida, affiliated with EDMP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Julie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
EDMP, INC.
EDMP, INC.
AUM
$136M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1317870
Firm CRD# 110248
View on FINRA BrokerCheck →

Looking for a financial advisor in LUTZ?

Browse all registered financial advisors in LUTZ, Florida or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Julie Cycenas Carnevale offer?
Julie Cycenas Carnevale specializes in Investment Management, Fee-Only Advisory. Contact their office in LUTZ, Florida for a consultation.
What are Julie Cycenas Carnevale's credentials?
Julie Cycenas Carnevale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Cycenas Carnevale located?
Julie Cycenas Carnevale is based in LUTZ, Florida, working with EDMP, INC.. Their office serves clients in the LUTZ metropolitan area and surrounding communities.
How does Julie Cycenas Carnevale charge for services?
Julie Cycenas Carnevale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDMP, INC.?
EDMP, INC. has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →