Unclaimed Profile

Laura Carlson

APELLA CAPITAL, LLC·WEST HARTFORD, Connecticut

Clean record4 years registeredAPELLA CAPITAL, LLC

65 MEMORIAL DRIVE, WEST HARTFORD, CT 06033CRD# 7526691Firm CRD# 171106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura Carlson · WEST HARTFORD, CT

Registration

CRD #7526691 · APELLA CAPITAL, LLC · 4 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jul 2022 – present

NR SMITH AND ASSOCIATES, P.S.

Mar 2022 – Jan 2023

OLYMPIA, WA

Registrations & Exams

Registration record

First registered · March 29, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

Speak with Laura

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Laura is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Laura Carlson offer?

Laura Carlson specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Laura Carlson's credentials?

Laura Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Carlson located?

Laura Carlson is based in WEST HARTFORD, Connecticut, working with APELLA CAPITAL, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Laura Carlson charge for services?

Laura Carlson's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →