Adviser and broker representative · Generouswealth, LLC
Edward C. Carlton
CRD 2394365 · Summerville, SC
At a glance
Edward C. Carlton is an investment adviser representative with Generouswealth, LLC in Summerville, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Edward’s SEC record dates to 1995, about 30 years ago. Edward is also registered as a broker representative.
Current advisory firm
- Generouswealth, LLCSince August 2020Summerville, SC · $110M in regulatory assets
SEC adviser record
- Registered since
- 1995 (30 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Edward’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
- 3 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.