Investment adviser representative · Bertrand Investment Strategies, L.l.c.
Carrie E. Bertrand
CRD 4953514 · Oklahoma City, OK
At a glance
Carrie E. Bertrand is an investment adviser representative with Bertrand Investment Strategies, L.l.c. in Oklahoma City, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carrie’s SEC record dates to 2005, about 21 years ago.
Current advisory firm
- Bertrand Investment Strategies, L.l.c.Since October 2022Oklahoma City, OK · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carrie’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.