BUILT TO SERVE YOU
704-643-2455

Home
Our Firm
Individuals & Families
Businesses & Executives
Foundations & Endowments
Insights
Contact

MENU

Steve Shak Updated Headshot

Customer Relationship Summary
Retirement Accounts Fiduciary Acknowledgement
Code of Ethics
Privacy Policy
Order Routing Practices
Business Continuity
Opening an Account
MSRB G-10 Disclosure
Website Usage
Careers
BrokerCheck
AdvisorInfo

704-643-2455
5605 CARNEGIE BLVD. SUITE 400
CHARLOTTE, NC 28209

COPYRIGHT © 2017-
CAROLINAS INVESTMENT CONSULTING LLC ALL RIGHTS RESERVED

CAROLINAS INVESTMENT CONSULTING LLC IS A MEMBER OF FINRA AND SIPC.

ADVISORY SERVICES OFFERED THROUGH CAROLINAS WEALTH CONSULTING LLC,

AN SEC REGISTERED INVESTMENT ADVISER.

WEB DESIGN BY YELLOW DUCK MARKETING