Investment adviser representative · Fenwick Investments, LLC
Carl G. Bulgini III
CRD 2018571 · White River Junction, VT
At a glance
Carl G. Bulgini III is an investment adviser representative with Fenwick Investments, LLC in White River Junction, VT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carl’s SEC record dates to 2005, about 20 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Fenwick Investments, LLCSince April 2013White River Junction, VT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carl’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
- 4 firmsLocked
- 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
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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.