Where are Carswell Investments employees located globally?

Carswell Investments has employees across 1 continents and 1 countries including United States Of America.

How has Carswell Investments's team size changed over time?

Carswell Investments's team has grown from approximately 2 to 3 employees based on available data.

Carswell Investments Employee Directory

Investment ManagementNew York, United States2-10 Employees

Carswell Investments is a boutique, independent investment advisory firm based in East Syracuse, New York. It serves affluent individuals, families, and select institutions by delivering tailored wealth management, institutional advisory, and retirement plan services. The firm manages portfolios through a disciplined, evidence-based investment approach, with emphasis on transparent client communication and attentive service. As a fee-only registered investment advisor, it remains independent of commission-driven incentives.

Operating with a small team, the firm emphasizes a boutique, client-centered approach within the wider investment management field. Its independent, fee-only model supports objective advisory services tailored to each client's objectives and risk tolerance.

Carswell Investments Global Highlights

North America
2

United States Of America
2

Carswell Investments's Leadership

S. P.
President
Mobile Phone
Email
C. G.
Portfolio Manager
Mobile Phone
Email

Carswell Investments Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Carswell Investments

Name

Title

Contact Info

Location

Last Update

S. P.
President
Mobile Phone
Email
United States
Jun 08, 2026
C. G.
Portfolio Manager
Mobile Phone
Email
United StatesNew York
Mar 24, 2026

Frequently Asked Questions

What is Carswell Investments known for?

Carswell Investments was founded in 2011 operates in the Investment Management industry. Explore Carswell Investments's company overview page for more information.

What is Carswell Investments's most common email format?

Carswell Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carswell Investments email formats with LeadIQ.

How many employees does Carswell Investments have currently?

Carswell Investments has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Carswell Investments's key employees and leadership?

As of July 2026, Carswell Investments's key employees include:

President: S. P.
Portfolio Manager: C. G.

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Carswell Investments Employee Directory

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