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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.

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.