Jeffrey E. Carnevale

MOTUS PARTNERS LLC

Sarasota, FL

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CRD#: 2993008

Professional summary

Jeffrey Eagan Carnevale, CFA is a registered financial advisor currently at MOTUS PARTNERS LLC located in Sarasota, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 5 firms and has passed the Series 63, Series 65, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Other Business Name: Hunt & Lather LLC. Not investment-related. Business Address: 7762 Silver Bell Dr., Sarasota, FL 34241. Nature of Business: Men's Personal Care Products. Position/Title: 50% Owner; Co-Founder; Co-CEO. Start Date: June 2023. Approx. 32 hours/month (8 hours/week), with 0 hours during trading hours. Duties: Product Development, Accounting, and Web Development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Eagan Carnevale's 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®

CFA

Chartered Financial Analyst

Experience

Current

September 4, 2020 - Present

MOTUS PARTNERS LLC

RIA

CRD#: 309951

Sarasota, FL

Past

February 12, 2013 - July 30, 2014

QUAD CAPITAL, LLC

CRD#: 148927

NEW YORK, NY

Past

October 25, 2007 - August 21, 2009

MILLENCO LLC

CRD#: 33726

NEW YORK, NY

Past

August 14, 2003 - October 12, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 1, 1999 - August 15, 2001

HAROLD C. BROWN & CO., INC.

CRD#: 35222

BUFFALO, NY

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
(9/7/2021)

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: 1/13/1999

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/15/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 87

Date: 3/1/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 12/28/1998

General Securities Representative Examination

Current Firm

MOTUS PARTNERS LLC

CRD#: 309951 / SEC#:

California

Registered Investment Advisory firm - (1/6/2022 Terminated)

Florida

Registered Investment Advisory firm - (9/7/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(917) 797-6113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 2,200,000

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.

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Jeffrey E. Carnevale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Eagan Carnevale's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOTUS PARTNERS LLC

QUAD CAPITAL, LLC

MILLENCO LLC

CITIGROUP GLOBAL MARKETS INC.

HAROLD C. BROWN & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/13/1999

Series 65

Date: 4/15/1998

Series 87

Date: 3/1/2005

Series 7

Date: 12/28/1998

Current Firm

MOTUS PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOTUS PARTNERS LLC

TRUST BUT VERIFY

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