Caroline
Carley

Invesco Advisers, Inc

CRD#6643952
Investment Advisor
in Philadelphia, PA

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About this Advisor

Caroline Carley is a financial advisor based in Philadelphia, Pennsylvania, working with Invesco Advisers, Inc. Caroline has previously held positions at UBS Financial Services Inc, College of the Holy Cross, Women's Sports Foundation, and Invesco. Caroline has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Caroline is part of Invesco Advisers, Inc, which operates out of Philadelphia, Pennsylvania. The firm has 13 offices and 2,895 employees. The firm manages assets totaling $746.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Invesco Advisers, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Philadelphia, PA

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$746,325,416,693

PA Average: $3,570,121,308
Total Number of Employees

2,895

PA Average: 58
Total Number of Accounts

38,517

PA Average: 1,608
Average Account Size

$19,376,520

PA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Caroline Carley Work History

2017 - Present (7 years)

Invesco

2016 - 2017 (1 year)

Ubs Financial Services Inc

2014 - 2016 (2 years)

College Of The Holy Cross

2014 - 2014 (< 1 year)

Women'S Sports Foundation

Disclosures

Please visit the SEC profile of Caroline Carley 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 Invesco Advisers, Inc

Colleen Ziegler
Houston, TX
Christopher Letsinger
Atlanta, GA
Matthew Wilkinson
Madeira, OH
Caroline Carley
Philadelphia, PA
Curtis Olson
Edina, MN
Eric Larsen
Dallas, TX
Eric Fracasso
Huntington, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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