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Joseph Barry Carroll

Investment adviser representative at The Carroll Group, Inc.
33 yearsExperience
1 stateRegistered in
$163.4MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

33 years in the industry.

  1. The Carroll Group, Inc.Jun 1993 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (GA).

The Carroll Group, Inc.

$163.4MAssets managed
8Clients
1Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2444543
Firm CRD
146977
Advisor's SEC record (opens in a new tab)
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