Raymond Noah Carota
Investment adviser representative at Carota Wealth Management
21 yearsExperience
7 statesRegistered in
$135MFirm assets
5 yearsFirm 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Carota Wealth ManagementNov 2003 to now
- Brandywine Financial Group, Inc.May 2003 to now
- Osaic Wealth, Inc.Oct 2024 to Nov 2024
- American Portfolios Financial Services, Inc.Apr 2004 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 7 states (DE, FL, MD, NJ, PA, TN, TX).
Carota Wealth Management
$135MAssets managed
221Clients
2Advisers
5 yearsIn 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
- 2784250
- Firm CRD
- 127344