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Vice President · Simplyria Advisor Network

Maxwell E Carlson

CRD 7317393 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Simplyria Advisor Network, an SEC-registered wealth manager based in Brighton, MI with $215 million in regulatory assets, lists Maxwell E Carlson on its Form ADV as Vice President. The SEC filings also name Maxwell at 1 other registered adviser.

Firms and roles

AtlasMembers

Maxwell’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 each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 65
Registered in
–
Also a broker representative
No
Disclosures on record
None

AtlasMembers

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

Colleagues named on the same filings

  • Ronald J. BriggsPrincipal & Chief Compliance Officer, Simplyria Advisor Network
  • Nathan D. MeyerDirector of Compliance & Operations, Simplyria Advisor Network

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