Carter Kenneth Sales
Investment adviser representative at Pointe Capital Management LLC
10 yearsExperience
1 stateRegistered in
$452.3MFirm assets
16 yearsFirm in business
Are you Carter Kenneth Sales? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
10 years in the industry.
- Pointe Capital Management , LLCSep 2024 to now
- Job SearchingApr 2024 to Sep 2024
- Comerica BankMay 2023 to Aug 2023
- Seneca PartnersMay 2022 to Apr 2023
- Michigan State UniversityAug 2020 to Apr 2024
- Grosse Point High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Pointe Capital Management LLC
$452.3MAssets managed
188Clients
6Advisers
16 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
- 8170884
- Firm CRD
- 152520