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Financial ADVSR advisor directory · SEC adviser records

Carlyle Wealth Planning financial advisors in Atlanta, GA

Every SEC-registered investment adviser representative at a Carlyle Wealth Planning office in Atlanta, A to Z.

The short answer

3 registered advisors work at Carlyle Wealth Planning in Atlanta, out of 3 at the firm nationwide; it ranks number 148 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Carlyle Wealth Planning advisors in Atlanta, A to Z

Every Carlyle Wealth Planning advisor →

Carlyle Wealth Planning advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Atlanta

All Atlanta advisors →

Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75

Questions

How many financial advisors does Carlyle Wealth Planning have in Atlanta?

3 investment adviser representatives are registered at Carlyle Wealth Planning offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Is Carlyle Wealth Planning one of the largest advisor employers in Atlanta?

Carlyle Wealth Planning ranks number 148 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.

How do I check a Carlyle Wealth Planning advisor in Atlanta?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Carlyle Wealth Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.