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Michael Craig Floccare

Investment adviser representative at Karpus Investment Management
15 yearsExperience
2 statesRegistered in
$4.3BFirm assets
39 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 assets

Services the firm offers

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

  • Portfolio management

Experience

15 years in the industry.

  1. Karpus Investment ManagementMar 2022 to now
  2. Key Private BankMay 2011 to Mar 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (FL, NY).

Karpus Investment Management

Legal name: Karpus Management Inc

$4.3BAssets managed
1,859Clients
6Advisers
39 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
3111470
Firm CRD
110275
Advisor's SEC record (opens in a new tab)
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