Investment adviser representative · Windsor Advisory Group, LLC
Carter E. Gerlach
CRD 6121370 · Columbus, OH
At a glance
Carter E. Gerlach is an investment adviser representative with Windsor Advisory Group, LLC in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carter’s SEC record dates to 2019, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Windsor Advisory Group, LLCSince September 2019Columbus, OH · $2.9B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carter’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
- Locked
- 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.