Richard
Carolan
Blue Fin Capital, Inc
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About this Advisor
Richard Carolan is a financial advisor based in Providence, Rhode Island, working with Blue Fin Capital, Inc. Richard has previously held positions at Blue Fin Capital, Inc, Blue Fin Partners Holdings, and Triple C Container Corp. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Richard is part of Blue Fin Capital, Inc, which operates out of Providence, Rhode Island. The firm has 4 employees and manages assets totaling $507.5 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Blue Fin Capital, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Blue Fin Capital, Inc Brokerage Details
$507,466,218
4
685
$740,827
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Richard Carolan Work History
Blue Fin Partners Holdings
Blue Fin Capital, Inc
Triple C Container Corp
Disclosures
Please visit the SEC profile of Richard Carolan 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 Blue Fin Capital, Inc
Providence, RI
Providence, RI
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