Carter
Dizes

Rmc Investment Advisors

CRD#7326790
Investment Advisor
in Hartford, CT

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About this Advisor

Carter Dizes is a financial advisor based in Hartford, Connecticut, working with Rmc Investment Advisors. Carter has previously held positions at Rmc Investment Advisors, Provident Healthcare Partners, Spinnaker Capital LLC, Laz Parking, Calypso Blue Pool & Spa / Tolis Construction, John Hancock, Wethersfield High School, and Northeastern University. Carter has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Carter is part of Rmc Investment Advisors, which operates out of Hartford, Connecticut. The firm has 14 employees and manages assets totaling $950.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Rmc Investment Advisors includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

643 Prospect Avenue
Hartford, CT 06105

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Rmc Investment Advisors Brokerage Details

Total Assets Under Management

$950,766,145

CT Average: $5,297,377,271
Total Number of Employees

14

CT Average: 35
Total Number of Accounts

828

CT Average: 690
Average Account Size

$1,148,268

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Carter Dizes Work History

2020 - Present (4 years)

Rmc Investment Advisors

2020 - 2020 (< 1 year)

Provident Healthcare Partners

2019 - 2019 (< 1 year)

Spinnaker Capital LLC

2018 - 2018 (< 1 year)

John Hancock

2017 - 2018 (1 year)

Laz Parking

2017 - 2018 (1 year)

Calypso Blue Pool & Spa / Tolis Construction

2017 - 2017 (< 1 year)

Laz Parking

2016 - 2020 (4 years)

Northeastern University

2012 - 2016 (4 years)

Wethersfield High School

Disclosures

Please visit the SEC profile of Carter Dizes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rmc Investment Advisors

Diane Johnstone
Hartford, CT
Alana Pezzuti
Hartford, CT
Patrick Herlihy
Hartford, CT
Carter Dizes
Hartford, CT
William Herlihy
Hartford, CT
Michael Schulitz
Hartford, CT
Michael Herlihy
Hartford, CT

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