Mary Kathryn gerace Carleton

How the firm charges

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

Services the firm offers

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

• Financial planning
• Portfolio management
• Pension consulting

Experience

38 years in the industry.

1. Western International Securities, Inc.Mar 2015 to now
2. E. A. Horwitz LLCMar 2013 to now
3. E.A. Horwitz LLCJan 2013 to now
4. Mary K. Carleton RentalFeb 2009 to now
5. M.E.P.S. Enterprises, L.L.C.Jan 1998 to now
6. Mary K. Carleton CpaJan 1988 to now

Designations

• PFS

Exams passed

• Series 63 · Uniform Securities Agent State Law1996

State registrations

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

E. A. Horwitz LLC

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

2688042

Firm CRD

165561