AG
Andrew George Rounsavelle Carter
CRD 2189425
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Panoramic Capital Partners Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Panoramic Capital Partners Llc
Co Trustee · GP / trustee / elected manager · Sep 2024
-
Panoramic Capital Partners Llc
Chief Compliance Officer & Chief Executive Officer · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗