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Carol Hofmann Carroll

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC·WEST TISBURY, Massachusetts
Clean recordMARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
496 STATE RD, WEST TISBURY, MA 02575CRD# 6956835Firm CRD# 291599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Hofmann Carroll · WEST TISBURY, MA
Registration
CRD #6956835 · MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carol Hofmann Carroll is a registered financial advisor based in WEST TISBURY, Massachusetts, affiliated with MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
AUM
$244M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6956835
Firm CRD# 291599
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Hofmann Carroll offer?
Carol Hofmann Carroll specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST TISBURY, Massachusetts for a consultation.
What are Carol Hofmann Carroll's credentials?
Carol Hofmann Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Hofmann Carroll located?
Carol Hofmann Carroll is based in WEST TISBURY, Massachusetts, working with MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC. Their office serves clients in the WEST TISBURY metropolitan area and surrounding communities.
How does Carol Hofmann Carroll charge for services?
Carol Hofmann Carroll's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC?
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC has approximately 9 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

James Mcdonald Anthony
WEST TISBURY, MA
Edward Joseph Murphy
WEST TISBURY, MA
Mary Catherine Griffiths
WEST TISBURY, MA

More Advisors in WEST TISBURY, Massachusetts

Grant Alan Joiner
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Nearby cities in Massachusetts
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Research
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