Julie C. Carnevale

EDMP

Lutz, FL 33549

Some features on this profile are disabled

CRD#: 1317870

Professional summary

Julie Cycenas Carnevale, who also goes by Julie F Cycenas, Julie Francis Cycenas, is a registered financial advisor currently at EDMP, INC. located in Lutz, Florida.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Julie has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie F Cycenas | Julie Francis Cycenas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EDMP, INC. - INVESTMENT RELATED -- 136 Whitaker Road, Suite A, Lutz, FL 33549 - PORTFOLIO MANAGEMENT SERVICES - SR. VP - 01/93 - 8:30AM TO 4:30PM, WORK IN CONJUNCTION TO EDMP/FIAG AND FAST GRAPHS. Fundamentals Investment Alliance Group, Inc.. - INVESTMENT RELATED -- 136 Whitaker Road, Suite A, Lutz, FL 33549 - PORTFOLIO MANAGEMENT SERVICES - SR. VP - 01/93 - 8:30AM TO 4:30PM, WORK IN CONJUNCTION TO EDMP/FIAG AND FAST GRAPHS. FAST Graphs, Inc. - Non-Investment Related - 136 Whitaker Road, Suite A, Lutz, FL 33549 - Research Tool. Sr. VP 06/2011 8:30AM TO 4:30PM, WORK IN CONJUNCTION TO EDMP/FIAG AND FAST GRAPHS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Cycenas Carnevale's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 22, 1993 - Present

EDMP, INC.

Office #1: 136 Whitaker Road Suite A, Lutz, FL 33549

RIA

CRD#: 110248

Lutz, FL

Past

August 8, 1989 - January 7, 1993

MORGAN STANLEY DW INC.

CRD#: 7556

Past

April 21, 1987 - August 29, 1989

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

November 21, 1984 - April 27, 1987

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDMP, INC.

EDMP INC | GREAT COMPANIES, INC. | EDMP, INC.

CRD#: 110248 / SEC#: 801-43372

RIA

Registered Investment Advisory firm - (2/23/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/22/1993)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/17/1984

General Securities Representative Examination

Current Firm

EDMP, INC.

EDMP INC | GREAT COMPANIES, INC. | EDMP, INC.

CRD#: 110248 / SEC#: 801-43372

RIA

Registered Investment Advisory firm - (2/23/1993 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

136 Whitaker Road Suite A, Lutz, FL 33549

Mailing Address

Phone number

(813) 960-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDMP BROCHURE PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 147,469,813

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Ronald Oldano

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Wesley Chapel, FL

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Gustavo Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Brandon, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julie C. Carnevale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Cycenas Carnevale's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDMP, INC.

MORGAN STANLEY DW INC.

PRUDENTIAL EQUITY GROUP, LLC

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

EDMP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/1985

Series 7

Date: 11/17/1984

Current Firm

EDMP, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDMP, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors