CARR FINANCIAL GROUP of WORCESTER, MA is an SEC-registered investment adviser (CRD 317321). Regulatory assets under management: $744.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Benjamin William Cauley | CHIEF COMPLIANCE OFFICER AND TREASURER; TREASURER | — |
| Richard Michael Carr | PRESIDENT | — |
| Andrea Lynne Lucey | SECRETARY | — |
| Spencer Mills Lyons | SHAREHOLDER | — |
| CAULEY BENJAMIN WILLIAM | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND TREASURER | — |
| CARR RICHARD MICHAEL | PRESIDENT | — |
| LUCEY ANDREA LYNNE | SECRETARY | — |
| Julie Ann Wagner | CHIEF COMPLIANCE OFFICER | — |