Leah Helen Michalowski
Investment adviser representative at Carr Financial Group
11 yearsExperience
2 statesRegistered in
$835.9MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Carr Financial GroupJan 2025 to now
- Olive GardenDec 2023 to Apr 2024
- Carr Financial GroupMay 2023 to Aug 2024
- Leominster Credit UnionDec 2022 to Jan 2023
- Vhs LearningJun 2022 to Aug 2022
- Stonehill CollegeAug 2021 to Dec 2024
- Leominster Credit UnionJun 2020 to Aug 2022
- Pinecroft DairyJun 2019 to Aug 2019
- Wachusett High SchoolAug 2017 to May 2021
- Mountview Middle SchoolJan 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Carr Financial Group
Legal name: Carr Financial Group Corporation
$835.9MAssets managed
625Clients
6Advisers
4 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
- 8029839
- Firm CRD
- 317321