Cary Carbonaro
Cary Carbonaro is a CFP-designated registered investment advisor at Ashton Thomas Private Wealth, based in Winter Garden, FL, with 24 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
Winter Garden, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Cary is a licensed insurance agent with Ashton Thomas Insurance Agency, selling life, health, and annuity insurance. Cary is also an author and professional speaker with Money Queen LLC (about 10-20% of their time), a board member of Cortland College Foundation (minimal time), and an advisory council member for NASDAQ (minimal time).
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Ashton Thomas Advisors LLC
Advisors Capital Management, LLC
Goldman Sachs Personal Financial Management
Stonegate Wealth Management, LLC
Family Financial
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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