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Partner, Wealth Advisor · Balance Wealth

Shaun T. Carney

CRD 6827381 · Named on Form ADV at one SEC-registered adviser

At a glance

Balance Wealth, an SEC-registered wealth manager based in Worthington, OH with $387 million in regulatory assets, lists Shaun T. Carney on its Form ADV as Partner, Wealth Advisor, a control person.

Firms and roles

  • Balance WealthPartner, Wealth AdvisorWealth manager · Worthington, OH · $387M in regulatory assets

AtlasMembers

Shaun’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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 Shaun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.