Chief Operating Officer, Partner · Fairvoy Private Wealth, LLC
David N. Carroll
CRD 4666874 · Named on Form ADV at one SEC-registered adviser
At a glance
Fairvoy Private Wealth, LLC, an SEC-registered wealth manager based in Birmingham, AL with $605 million in regulatory assets, lists David N. Carroll on its Form ADV as Chief Operating Officer, Partner, a control person.
Firms and roles
- Fairvoy Private Wealth, LLCChief Operating Officer, PartnerWealth manager · Birmingham, AL · $605M in regulatory assets
AtlasMembers
David’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen M. DavisManaging Partner, Fairvoy Private Wealth, LLC
- Ashley C. DavisChief Financial Officer, Partner, Fairvoy Private Wealth, LLC
- Claudia M JohnstonChief Compliance Officer, Fairvoy Private Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.