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Excelsior
SEC-regulated
Registered investment advisor
Carl A. Friedrich is the Managing Partner of Excelsior Investment Advisors, LLC since January 2021, with a background in portfolio management and client advisory services. He holds a Master of Business Administration from Indiana University and a Bachelor of Science in Economics from the University of Pennsylvania. Carl is a CFA® Charterholder and a Certified Financial Planner® professional, meeting high standards for education, examination, experience, and ethics. He also holds the Financial Risk Manager (FRM®) and Enrolled Agent (EA) designations. Carl has no legal or disciplinary events in his history. As the Chief Compliance Officer, he oversees the firm's activities and conducts annual account reviews. Clients can contact him for any questions regarding supervision or compliance practices. Carl has never been involved in arbitration or bankruptcy proceedings. Additionally, he serves as an Adjunct Assistant Professor at Long Island University-Post.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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