Steven R. Pickard, CFP®

President, Founder and Chief Compliance Officer
Investment Advisor Representative

Steven R. Pickard is the President, Founder and Chief Compliance Officer of Carswell Investments. Steve has over 20 years of investment management experience where he has been responsible for the planning, implementation and supervision of client portfolios. Adopting an evidence based approach to portfolio management, Steve believes that successful client-advisor relationships are centered on communication.

After graduating from Christian Brothers Academy in Syracuse, New York, Steve earned his Bachelor of Arts degree in Finance from Mercyhurst College’s Walker School of Business in Erie, Pennsylvania. Mercyhurst’s finance program is distinguished from other finance programs because it is uniquely designed around the art and science of managing all facets of financial planning. Steve earned the Accredited Asset Management Specialist (AAMS®) professional designation from the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional.

Steve allocates his time working with clients between Carswell’s offices in Syracuse, New York and Daniel Island, South Carolina (Charleston) where he and his family reside.


(800) 510-6693