A complete list of active advisors currently associated with Carey Investment Solutions LLC
Warmer can help you find a great advisor at Carey Investment Solutions LLC or one who fits your needs even better.
The firm provides wealth management and discretionary portfolio management to individuals and high‑net‑worth clients, delivering comprehensive financial planning, retirement account advice (including ERISA and IRA considerations), and ongoing portfolio supervision. Portfolios are constructed from individual stocks and bonds as well as diversified mutual funds and ETFs, and the firm may retain legacy positions for tax or strategic reasons. Investment decisions rely primarily on fundamental analysis with a long‑term orientation, while the advisor will buy, sell, or reallocate positions over shorter horizons to meet client needs or market conditions. Notably, the firm may use margin borrowings in client accounts to manage the timing of purchases and sales and pursues concentrated, actively managed allocations when appropriate. Compared to peers, the disclosed practice of employing short‑term borrowings in separately managed accounts is uncommon among independent advisory firms and is explicitly described in the brochure. The principal holds a CFA charter and the firm operates on an institutional custody platform that provides technology and operational support; these relationships and the firm’s Code of Ethics, fiduciary duty disclosures, and custody safeguards are documented in the advisory materials.
To learn more about the advisors currently working at Carey Investment Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Philadelphia, PA
| 13
|
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