Carswell Investments, LLC

Overview

Carswell Investments, LLC is an SEC registered investment adviser based in East Syracuse, NY, registered since 2011. It reports $322M in assets under management across 587 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$322M

Discretionary

100%

Accounts

587

Average account

$549K

Employees

2

Advisory reps

1

Registered since

2011

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Steven Roger Pickard Managing Member, President, Chief Compliance Officer CRD 4556595

Advisory reps 1 of 1

• Steven Roger Pickard Investment Adviser Rep CRD 4556595

Location

Headquarters

6320 Fly Rd Ste 205
East Syracuse, NY 13057

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: carswellinvestments.com

Every state, with registration dates

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