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Carrie Prusa

Baron Silver Stevens Financial Advisors, LLC

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About Carrie Prusa

Carrie Prusa is a financial advisor with Baron Silver Stevens Financial Advisors, LLC. Carrie has been working in the financial industry since November 6, 2006 and is registered with the state of Florida. Carrie holds Series 66, Series 24, SIE, and Series 7 licenses and is a registered representative and investment advisor representative. At Baron Silver Stevens Financial Advisors, LLC, Carrie is also the Operations Manager / Compliance Officer. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Carrie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Carrie Prusa is currently registered with Baron Silver Stevens Financial Advisors, LLC. Baron Silver Stevens Financial Advisors, LLC is a financial advisor based in BOCA RATON, FL. The firm offers a variety of advisory services including financial planning, educational seminars, and portfolio management for individuals. They manage over $866 million in assets for 1,644 clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has 5 licensed agents and 8 investment adviser representatives.
Baron Silver Stevens Financial Advisors, LLC

4800 N. FEDERAL HIGHWAY

BOCA RATON, FL 33431

$866.19M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in fees charged by third party money managers

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Carrie Prusa’s Registration & Firm History

FL

10/16/2015 - Present

Baron Silver Stevens Financial Advisors, LLC (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 04/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Prusa.
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