Carr Financial Group

Overview

Carr Financial Group is an SEC registered investment adviser based in Worcester, MA, registered since 2022. It reports $744M in assets under management across 1,560 accounts, with 9 employees. It has 7 investment adviser representatives.

Reported AUM

$744M

Discretionary

100%

Accounts

1,560

Average account

$477K

Employees

9

Advisory reps

7

Registered since

2022

Jurisdictions

9

As reported in the firm's September 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

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Richard Michael Carr President CRD 2079826
• Julie Ann Wagner Chief Compliance Officer CRD 2741955
• Andrea Lynne Lucey Secretary CRD 4828297

2 more executive officers, with direct contact details

Advisory reps 3 of 7

• Christopher Paul Carelli Insurance Agent · Investment Adviser Rep CRD 4778492
• Richard M Carr Insurance Agent · Investment Adviser Rep CRD 2079826
• Benjamin William Cauley Insurance Agent · Investment Adviser Rep CRD 6590090

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

20 Park Ave # 201
Worcester, MA 01605

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: carrfinancial.com

Every state, with registration dates

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