Charles Carmen Carnevale
Professional Summary
Charles Carmen Carnevale, who also goes by Chuck Carnevale, is a registered financial advisor currently at EDMP, INC. located in Lutz, Florida and FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC. located in Lutz, Florida. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Charles has worked at 10 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 00 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chuck Carnevale
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
53 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
EDMP INC | GREAT COMPANIES, INC. | EDMP, INC.
Contact Information
Main Address
136 Whitaker Road Suite A, Lutz, FL 33549Phone Number
(813) 960-9600# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
183AUM (Assets Under Management)
$147,370,416Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EDMP INC | GREAT COMPANIES, INC. | EDMP, INC.
State Registrations and Notice Filings
(3/22/1993)
(10/8/2018)
(3/25/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
PC — AMEX Put and Call Exam
Passed Jul 1987Series 1 — Registered Representative Examination
Passed Nov 1973Series 00 — General Securities Principal Examination
Passed Dec 1973Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Carmen Carnevale's CRS (Customer Relationship Summary).
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