Michael Joseph Deo
Investment adviser representative at Carota Wealth Management
31 yearsExperience
2 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
31 years in the industry.
- Bkc, Cpas, PcJan 2024 to now
- Carota Wealth ManagementJun 2013 to now
- Brandywine Financial Group Inc.Jan 2013 to now
- Osaic Wealth, Inc.Oct 2024 to Oct 2024
- American Portfolios Fincl SvcsApr 2004 to Oct 2024
- Deo, La Manna, Deo & Co.Aug 1993 to Jan 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 4446853
- Firm CRD
- 127344