Carter & Balsam Advisers is a Registered Investment Adviser in California that charges fee only compensation. Neither the Company nor Ellis M. Balsam takes sales commissions on investment products.


  • Certified Public Accountant – California
  • Uniform Investment Adviser Law Examination – Series 65
  • Rutgers University – MBA
  • Rutgers University – BA


  • American Institute of CPAs
  • California Society of CPAs

Check the background of this firm on FINRA’s BrokerCheck #127634
Check the background of this investment professional on FINRA’s BrokerCheck #5860301