David Michael Carnevale
Investment adviser representative at Prosperitea Planning
13 yearsExperience
1 stateRegistered in
CFADesignation
$176.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Prosperitea PlanningSep 2025 to now
- Csa Real Estate AdvisorsJul 2021 to Sep 2025
- Capital Security Advisors LLCDec 2013 to Jul 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Prosperitea Planning
Legal name: Tea & Taxes Company dba Prosperitea Planning
$176.9MAssets managed
121Clients
4Advisers
1 yearIn 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
- 8182719
- Firm CRD
- 282041