David Carnevale has been an investment adviser representative at Tea & Taxes Company Dba ProsperiTea Planning since December 2025, and is not listed among the firm’s executive officers or direct owners. David Carnevale holds a Bachelor's degree from the University of Massachusetts Lowell.
Tea & Taxes Company Dba Prosperitea Planning is a Greenfield, MA firm with $177M under management, 121 clients and 4 advisers across 3 offices, as of its July 2026 filing.
David Carnevale is on the advisor team at ProsperiTea Planning, based in Greenfield, MA. He spent the early part of his career working in a Family Office/Hedge Fund on his way to obtaining his CFP® credential and working as a financial planner.
- Prosperitea PlanningCurrent– present · under a yearGreenfield, MA · Adviser representative · Firm CRD 282041
Professional designations
Listed by Tea & Taxes Company Dba ProsperiTea Planning
- CFP®
- CFA
Investment adviser representative registrations
David Carnevale is registered as an investment adviser representative in Massachusetts, since December 2025.
- MassachusettsSince 3 December 2025
Examinations
No examinations are on David Carnevale’s record.
- Full name
- David Michael Carnevale
- CRD
- 8182719
- Firm
- Tea & Taxes Company Dba ProsperiTea Planning · CRD 282041
- Office
- 308 MAIN STREET, SUITE 3A, Greenfield, MA 01301
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prosperiteaplanning.com
Where does David Carnevale work?
David Carnevale is an investment adviser representative registered through Tea & Taxes Company Dba Prosperitea Planning since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Carnevale a financial advisor?
Yes. David Carnevale has a current investment-adviser registration in Massachusetts, through Tea & Taxes Company Dba ProsperiTea Planning since December 2025.
How many years of experience does David Carnevale have?
David Carnevale has 0 years in the financial industry, since December 2025, across 1 adviser firm.
Where is David Carnevale based?
David Carnevale’s registered office is in Greenfield, MA.
Is David Carnevale registered with FINRA?
No. David Carnevale has no current broker registration.
Is David Carnevale a CFP?
Tea & Taxes Company Dba ProsperiTea Planning lists David Carnevale with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is David Carnevale a CFA charterholder?
Tea & Taxes Company Dba ProsperiTea Planning lists David Carnevale with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify David Carnevale’s record?
Search CRD 8182719 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Carnevale’s full registration record.
