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Brett Steven Carlson

EIR PARTNERS CAPITAL, LLC·MIAMI, Florida
Clean recordEIR PARTNERS CAPITAL, LLC
801 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7511077Firm CRD# 319010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Steven Carlson · MIAMI, FL
Registration
CRD #7511077 · EIR PARTNERS CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Steven Carlson is a registered financial advisor based in MIAMI, Florida, affiliated with EIR PARTNERS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EIR PARTNERS CAPITAL, LLC
EIR PARTNERS CAPITAL, LLC
AUM
$334M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at EIR PARTNERS CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7511077
Firm CRD# 319010
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Steven Carlson offer?
Brett Steven Carlson specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Brett Steven Carlson's credentials?
Brett Steven Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Steven Carlson located?
Brett Steven Carlson is based in MIAMI, Florida, working with EIR PARTNERS CAPITAL, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Brett Steven Carlson charge for services?
Brett Steven Carlson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EIR PARTNERS CAPITAL, LLC?
EIR PARTNERS CAPITAL, LLC has approximately 7 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffery Lee Martin
MIAMI, FL

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Research
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