Carr Financial Group

CRD 317321 · Worcester, MA · $744.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 317321
SEC number: 801-123187
Firm type: RIA
Assets under management: $744.2M as of May 29, 2026
Website: carrfinancial.com ↗
Phone: (508) 795-0264
Address: 20 Park Avenue, Worcester, MA, 01605

Advisors at this firm

7 in our index · page 1 of 1

Christopher Paul CarelliCRD 4778492 · Worcester, MA

IA RegisteredRegistration inactive
Richard Michael CarrCRD 2079826 · Worcester, MA

IA RegisteredRegistration inactive
Benjamin William CauleyCRD 6590090 · Worcester, MA

IA RegisteredRegistration inactive
Mark Graziano DistefanoCRD 7747034 · Worcester, MA

IA RegisteredRegistration inactive
Andrea Lynne LuceyCRD 4828297 · Worcester, MA

IA RegisteredRegistration inactive
Spencer Mills LyonsCRD 6734715 · Worcester, MA

IA RegisteredRegistration inactive
Leah Helen MichalowskiCRD 8029839 · Worcester, MA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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