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Julie Cycenas Carnevale

EDMP, INC.·LUTZ, Florida
Series 7, Series 63Clean record33 years registeredEDMP, 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. · 33 years registered
Brand Profile
Not yet started
01

Career History

Mar 1993present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 22, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EDMP, INC.
CRD 110248 · SEC 801-43372
AUM
$136M
Regulatory assets under management
Employees
3
207 client accounts
Services offered by EDMP, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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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.
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