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Steven Roger Pickard

CARSWELL INVESTMENTS, LLC·EAST SYRACUSE, New York
Unclaimed Profile
6320 FLY ROAD, SUITE 205, EAST SYRACUSE, NY 13057CRD# 4556595Firm CRD# 158205
01

About

Steven Roger Pickard is a registered financial advisor based in EAST SYRACUSE, New York, affiliated with CARSWELL INVESTMENTS, 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
03

Firm Overview

Firm
CARSWELL INVESTMENTS, LLC
CARSWELL INVESTMENTS, LLC
AUM
$260M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CARSWELL INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4556595
Firm CRD# 158205
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Roger Pickard offer?
Steven Roger Pickard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAST SYRACUSE, New York for a consultation.
What are Steven Roger Pickard's credentials?
Steven Roger Pickard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Roger Pickard located?
Steven Roger Pickard is based in EAST SYRACUSE, New York, working with CARSWELL INVESTMENTS, LLC. Their office serves clients in the EAST SYRACUSE metropolitan area and surrounding communities.
How does Steven Roger Pickard charge for services?
Steven Roger Pickard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARSWELL INVESTMENTS, LLC?
CARSWELL INVESTMENTS, LLC has approximately 2 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST SYRACUSE
Gregg Anthony Kidd — PINNACLE INVESTMENTS, LLCLuke James Lonergan — PINNACLE ADVISORS LLCJr. Richard Lanning — PINNACLE ADVISORS LLCDaniel Francis Raite — PINNACLE INVESTMENTS, LLCGregory B Cuvelier — PINNACLE ADVISORS LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
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