Michael Deo has been an investment adviser representative at Carota Wealth Management since June 2013, and is not listed among the firm’s executive officers or direct owners.
Carota Wealth Management is a firm with $135M under management, 221 clients and 2 advisers in one office, as of its August 2026 filing.
- Carota Wealth ManagementCurrent– present · 13 yearsFlemington, NJ · Adviser representative · Firm CRD 127344
Investment adviser representative registrations
Michael Deo is registered as an investment adviser representative in 2 states. Each was approved in June 2013.
- New JerseySince 10 June 2013
- PennsylvaniaSince 10 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 June 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Joseph Deo
- CRD
- 4446853
- Firm
- Carota Wealth Management · CRD 127344
- Office
- 39 STATE ROUTE 12, SUITE 2, Flemington, NJ 08822
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Deo work?
Michael Deo is an investment adviser representative registered through Carota Wealth Management since June 2013, and is not listed among the firm’s executive officers or direct owners.
Is Michael Deo a financial advisor?
Yes. Michael Deo has a current investment-adviser registration in New Jersey and Pennsylvania, through Carota Wealth Management since June 2013.
How many years of experience does Michael Deo have?
Michael Deo has 24 years in the financial industry, since November 2001, across 1 adviser firm.
What exams has Michael Deo passed?
Michael Deo has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in November 2001. FINRA credited Michael Deo with the SIE, which began in October 2018.
Where is Michael Deo based?
Michael Deo’s registered office is in Flemington, NJ.
Is Michael Deo registered with FINRA?
No. Michael Deo has no current broker registration.
How can I verify Michael Deo’s record?
Search CRD 4446853 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Deo’s full registration record.