Colton J. Carnevale

EDMP

Lutz, FL 33549

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CRD#: 7013737

Professional summary

Colton Joseph Carnevale is a registered financial advisor currently at EDMP, INC. located in Lutz, Florida and FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC. located in Lutz, Florida.

Colton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Colton has worked at 2 firms and has passed the Series 65 exam.

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.

EDMP, Inc. 136 Whitaker Road, Suite A Lutz, FL 33549 Portfolio Manager FAST Graphs, Inc. 136 Whitaker Road, Suite A Lutz, FL 33549 40 hours Subscription service for equity research Business Developement

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colton Joseph 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

October 23, 2018 - Present

EDMP, INC.

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

RIA

CRD#: 110248

Lutz, FL

Current

March 27, 2019 - Present

FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

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

RIA

CRD#: 131166

Lutz, FL

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
(10/23/2018)

IAR

Louisiana
(11/29/2018)

IAR

Texas
(11/29/2018)

IAR

Texas
(7/16/2019)

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

IAR

Series 65

Date: 10/5/2018

Uniform Investment Adviser Law 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)

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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.

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Colton J. Carnevale

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colton Joseph Carnevale's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDMP, INC.

FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

Primary Firm SEC Registration

EDMP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2018

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

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