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Chief Compliance Officer · Carr Financial Group

Julie A. Wagner

CRD 2741955 · Named on Form ADV at one SEC-registered adviser

At a glance

Carr Financial Group, an SEC-registered wealth manager based in Worcester, MA with $836 million in regulatory assets, lists Julie A. Wagner on its Form ADV as Chief Compliance Officer.

Firms and roles

  • Carr Financial GroupChief Compliance OfficerWealth manager · Worcester, MA · $836M in regulatory assets

AtlasMembers

Julie’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.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.