Investment adviser representative · Pointe Capital Management LLC
Carter K. Sales
CRD 8170884 · Grosse Pointe Farms, MI
At a glance
Carter K. Sales is an investment adviser representative with Pointe Capital Management LLC in Grosse Pointe Farms, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carter’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Pointe Capital Management LLCSince October 2025Grosse Pointe Farms, MI · $452M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.