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Managing Member / President · Invista Advisors

Carl B. McDonald

CRD 1968938 · Named on Form ADV at one SEC-registered adviser

At a glance

Invista Advisors, an SEC-registered wealth manager based in Montgomery, AL with $444 million in regulatory assets, lists Carl B. McDonald on its Form ADV as Managing Member / President, a control person.

Firms and roles

  • Invista AdvisorsManaging Member / PresidentWealth manager · Montgomery, AL · $444M in regulatory assets

AtlasMembers

Carl’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.