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Carrie Anne Carscallen

CALVERT STREET CAPITAL PARTNERS, INC.·TOWSON, Maryland
Clean recordCALVERT STREET CAPITAL PARTNERS, INC.
1 OLYMPIC PLACE, TOWSON, MD 21204CRD# 1996291Firm CRD# 158096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carrie Anne Carscallen · TOWSON, MD
Registration
CRD #1996291 · CALVERT STREET CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carrie Anne Carscallen is a registered financial advisor based in TOWSON, Maryland, affiliated with CALVERT STREET CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CALVERT STREET CAPITAL PARTNERS, INC.
CALVERT STREET CAPITAL PARTNERS, INC.
AUM
$389M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CALVERT STREET CAPITAL PARTNERS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: A PERCENTAGE OF COMMITTED CAPITAL
Regulatory
SEC/IARD CRD# 1996291
Firm CRD# 158096
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carrie Anne Carscallen offer?
Carrie Anne Carscallen specializes in Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.
What are Carrie Anne Carscallen's credentials?
Carrie Anne Carscallen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carrie Anne Carscallen located?
Carrie Anne Carscallen is based in TOWSON, Maryland, working with CALVERT STREET CAPITAL PARTNERS, INC.. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Carrie Anne Carscallen charge for services?
Carrie Anne Carscallen's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: a percentage of committed capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALVERT STREET CAPITAL PARTNERS, INC.?
CALVERT STREET CAPITAL PARTNERS, INC. has approximately 20 employees and manages $389M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CALVERT STREET CAPITAL PARTNERS, INC.

Andrew Lewis John
TOWSON, MD
Brian Thomas Mahoney
BALTIMORE, MD
Brian Paul Guerin
TOWSON, MD
Michael John Booth
TOWSON, MD
Peter P Galloway
TOWSON, MD
Sarah Paige Cheplak
LUTHERVILLE, MD

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Research
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