Carter Egan Dizes
Investment adviser representative at Rmc Investment Advisors
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
42 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
10 years in the industry.
- Rmc Investment AdvisorsSep 2020 to now
- Provident Healthcare PartnersJan 2020 to Jun 2020
- Spinnaker Capital LLCJan 2019 to Jul 2019
- John HancockJan 2018 to Jun 2018
- Calypso Blue Pool & Spa / Tolis ConstructionApr 2017 to Aug 2018
- Laz ParkingJan 2017 to Oct 2018
- Northeastern UniversitySep 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
Rmc Investment Advisors
Legal name: Resources Management Corp
$1.1BAssets managed
383Clients
7Advisers
42 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
- 7326790
- Firm CRD
- 104674