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CO

Carter T. Owen

CAMBRIDGE INTERNATIONAL PARTNERS
Stamford, CT 06902
Some features on this profile are disabled
CRD#: 7956488
CO

Professional summary

Carter Tilman Owen is a registered financial professional currently at CAMBRIDGE INTERNATIONAL PARTNERS LLC located in Stamford, Connecticut.

Carter is registered as a RR (Registered Representative) and started their career in finance in 2024. Carter has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Carter Tilman Owen'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®
None

Experience

Current

September 12, 2024 - Present

CAMBRIDGE INTERNATIONAL PARTNERS LLC

Office #1: 2187 Atlantic Street Suite 703, Stamford, CT 06902
BD
CRD#: 40451
Stamford, CT

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(3/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/12/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CAMBRIDGE INTERNATIONAL PARTNERS LLC
CAMBRIDGE INTERNATIONAL PARTNERS INC. | CAMBRIDGE INTERNATIONAL PARTNERS LLC

CRD#: 40451 / SEC#: , 8-49059

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
2187 Atlantic Street Suite 703, Stamford, CT 06902
Mailing Address
2187 Atlantic Street Suite 703, Stamford, CT 06902
Phone number
(212) 826-8290
Established
Delaware since 12/04/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ABBOTT, DAVID WALLACEPRESIDENT & CHIEF COMPLIANCE OFFICER4232076
HAYWOOD, RICHARD HUNTER JRMANAGING DIRECTOR2172118

Disclosures

Regulatory Event1

Red Flags

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Company Information

CAMBRIDGE INTERNATIONAL PARTNERS LLC

CRD#: 40451Stamford, CT 06902

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