TC
Thomas Carhart
SOUTH STREET ADVISORS
New York, NY 10022
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CRD#: 4399753
TC
Professional summary
Thomas Carhart is a registered financial advisor currently at SOUTH STREET ADVISORS, LLC located in New York, New York.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Thomas has worked at 1 firm .
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.
Mr. Carhart is vice president of Baronne Services, a management company for oil and gas partnerships owned by his family. Additionally, Mr. Carhart is a director of Arts for Art, a New York based not-for-profit and also director of the Chicago-based not-for profit Prevent Child Abuse America.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Carhart'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®
NoneExperience
Current
May 21, 2021 - Present
SOUTH STREET ADVISORS, LLC
Office #1: 623 Fifth Avenue Suite 1602, New York, NY 10022RIA
CRD#: 112326
New York, NY
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".
SS
SOUTH STREET ADVISORS, LLC
SOUTH STREET ADVISORS, LLC
CRD#: 112326 / SEC#: 801-55383
RIA
Registered Investment Advisory firm - (4/2/1998 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
New York(5/21/2021)
Exams
Current Firm
SS
SOUTH STREET ADVISORS, LLC
SOUTH STREET ADVISORS, LLC
CRD#: 112326 / SEC#: 801-55383
RIA
Registered Investment Advisory firm - (4/2/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
623 Fifth Avenue Suite 1602, New York, NY 10022-9130
Mailing Address
Phone number
(212) 292-7803
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 824,567,834 |
Red Flags
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