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Raymond Noah Carota

BRANDYWINE FINANCIAL GROUP, INC.·BLUE BELL, Pennsylvania
BRANDYWINE FINANCIAL GROUP, INC.
1777 SENTRY PARKWAY WEST, BLUE BELL, PA 19422CRD# 2784250Firm CRD# 127344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Noah Carota · BLUE BELL, PA
Registration
CRD #2784250 · BRANDYWINE FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Raymond Noah Carota is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with BRANDYWINE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BRANDYWINE FINANCIAL GROUP, INC.
BRANDYWINE FINANCIAL GROUP, INC.
AUM
$95M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BRANDYWINE FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2784250
Firm CRD# 127344
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Noah Carota offer?
Raymond Noah Carota specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.
What are Raymond Noah Carota's credentials?
Raymond Noah Carota is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Noah Carota located?
Raymond Noah Carota is based in BLUE BELL, Pennsylvania, working with BRANDYWINE FINANCIAL GROUP, INC.. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.
How does Raymond Noah Carota charge for services?
Raymond Noah Carota'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 BRANDYWINE FINANCIAL GROUP, INC.?
BRANDYWINE FINANCIAL GROUP, INC. has approximately 4 employees and manages $95M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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