Leah Michalowski has been an investment adviser representative at Carr Financial Group since March 2025, and is not listed among the firm’s executive officers or direct owners.
Carr Financial Group Corporation is a Worcester, MA firm with $836M under management, 625 clients and 7 advisers across 5 offices, as of its September 2026 filing.
- Carr Financial GroupCurrent– present · 1 yearWorcester, MA · Adviser representative · Firm CRD 317321
Investment adviser representative registrations
Leah Michalowski is registered as an investment adviser representative in 2 states. Each was approved in March 2025.
- MassachusettsSince 6 March 2025
- TexasSince 5 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Leah Helen Michalowski
- CRD
- 8029839
- Firm
- Carr Financial Group · CRD 317321
- Office
- 20 PARK AVENUE, STE #201, Worcester, MA 01605
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Leah Michalowski work?
Leah Michalowski is an investment adviser representative registered through Carr Financial Group Corporation since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Leah Michalowski a financial advisor?
Yes. Leah Michalowski has a current investment-adviser registration in Massachusetts and Texas, through Carr Financial Group since March 2025.
How many years of experience does Leah Michalowski have?
Leah Michalowski has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Leah Michalowski passed?
Leah Michalowski passed the Series 65 in March 2025.
Where is Leah Michalowski based?
Leah Michalowski’s registered office is in Worcester, MA.
Is Leah Michalowski registered with FINRA?
No. Leah Michalowski has no current broker registration.
How can I verify Leah Michalowski’s record?
Search CRD 8029839 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leah Michalowski’s full registration record.
