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David Michael Carnevale

Prosperitea Planning

Greenfield, MA

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Current Employers
Prosperitea Planning

308 Main Street Suite 3A, Greenfield, MA 01301 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-12-03
  • MA RA
    APPROVED
    Since 2025-12-03

Branch Locations

308 Main Street Suite 3A, Greenfield, MA 01301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Security Advisors Llc Boston MA 12/2013 07/2021
Csa Real Estate Advisors New York NY 07/2021 09/2025
Prosperitea Planning Greenfield MA 09/2025 Present
  • 12/2013 → 07/2021
    Capital Security Advisors Llc
    Boston, MA
  • 07/2021 → 09/2025
    Csa Real Estate Advisors
    New York, NY
  • 09/2025 → Present
    Prosperitea Planning
    Greenfield, MA
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · GREENFIELD, MA
MONEY CONCEPTS CAPITAL CORP · Greenfield, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENFIELD, MA
EDWARD JONES · GREENFIELD, MA
ORBIS WEALTH MANAGEMENT · GREENFIELD, MA
OSAIC INSTITUTIONS, INC. · GREENFIELD, MA
LPL FINANCIAL LLC · GREENFIELD, MA
MONEY CONCEPTS CAPITAL CORP · GREENFIELD, MA

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