Colton
Carnevale

Edmp, Inc

CRD#7013737
Investment Advisor
in Lutz, FL

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About this Advisor

Colton Carnevale is a financial advisor operating in Lutz, Florida with 5 years of industry experience. Carnevale is an advisor for Edmp, Inc. During their career, Carnevale has held roles at Fast Graphs, Inc, Student and Edmp Inc. Carnevale holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Florida, Louisiana, New Hampshire and Texas. Edmp, Inc is an advisory company that has its headquarters in Lutz, FL. It manages $128 million in assets under management between its 209 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 209 customer accounts, 28% belong to high-net-worth clients who have more than $1 million in assets. The business provides portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the type of financial services offered. Fee types charged by Edmp, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

136 Whitaker Road Suite A
Lutz, FL 33549

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Edmp, Inc Brokerage Details

Total Assets Under Management

$128,179,312

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

209

FL Average: 2,474
Average Account Size

$613,298

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Colton Carnevale Work History

Colton has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Edmp Inc

2014 - Present (10 years)

Fast Graphs, Inc

2000 - 2018 (18 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Colton Carnevale 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 Edmp, Inc

Colton Carnevale
Lutz, FL
Timothy Loudin
Lutz, FL
Julie Carnevale
Lutz, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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