Adviser and broker representative · Prime Capital Financial
Carlyle P. Sherrill
CRD 7692269 · Salisbury, NC
At a glance
Carlyle P. Sherrill is an investment adviser representative with Prime Capital Financial in Salisbury, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carlyle’s SEC record dates to 2023, about 3 years ago. Carlyle is also registered as a broker representative.
Current advisory firm
- Prime Capital FinancialSince January 2026Salisbury, NC · $39B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Carlyle’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
- 2 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 and FINRA BrokerCheck.