Investment adviser representative · Private Advisor Group, LLC
Carman M. Kubanda
CRD 7193096 · Morristown, NJ
At a glance
Carman M. Kubanda is an investment adviser representative with Private Advisor Group, LLC in Morristown, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carman’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firms
- Private Advisor Group, LLCSince October 2026Morristown, NJ · $58B in regulatory assets
- Innovative Wealth Building LLCSince June 2023Fort Worth, TX · $657M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carman’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.