Investment adviser representative · Briggs Wealth Management, Inc.
Benjamin J. Carlson
CRD 8159090 · Glastonbury, CT
At a glance
Benjamin J. Carlson is an investment adviser representative with Briggs Wealth Management, Inc. in Glastonbury, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Benjamin’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Briggs Wealth Management, Inc.Since April 2026Glastonbury, CT · $362M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Benjamin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Briggs Wealth Management, Inc.
- Mark V. BriggsGlastonbury · Certified Financial Planner
- William N. RodriguezGlastonbury · Certified Financial Planner
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