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Senior Vice President · Jackson, Grant Investment Advisers, Inc.

Robert T Carroll

CRD 6294302 · Named on Form ADV at one SEC-registered adviser

At a glance

Jackson, Grant Investment Advisers, Inc., an SEC-registered wealth manager based in Stamford, CT with $578 million in regulatory assets, lists Robert T Carroll on its Form ADV as Senior Vice President.

Firms and roles

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • J J. JasonPresident/chief Compliance Officer, Jackson, Grant Investment Advisers, Inc.
  • Michael TenreiroSenior Vice President, Jackson, Grant Investment Advisers, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.