CARSWELL INVESTMENTS, LLC

EAST SYRACUSE, New York·5 registered advisors·CRD# 158205
SEC# 801-724551(800) 510-6693
01

Firm Overview

AUM
$260M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CARSWELL INVESTMENTS, LLC

5 registered advisors
John Michael Drescher
LIVERPOOL, New York
Paul Anthony Drescher
LIVERPOOL, New York
Peter Howard Drescher
LIVERPOOL, New York
Steven Roger Pickard
EAST SYRACUSE, New York
William Joseph Drescher
LIVERPOOL, New York
05

Office Locations

LIVERPOOL, New York
4 advisors
EAST SYRACUSE, New York
1 advisor

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Data sourced from SEC Form ADV filings. CARSWELL INVESTMENTS, LLC (CRD# 158205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.