Investment adviser representative · Theory Planning Partners
Kaitlyn M. Carlson
CRD 6075785 · Marblehead, MA
At a glance
Kaitlyn M. Carlson is an investment adviser representative with Theory Planning Partners in Marblehead, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kaitlyn’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Theory Planning PartnersSince May 2020Marblehead, MA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 11 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Kaitlyn’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Theory Planning Partners
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