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Paula Sue Carlson

CAPITAL MANAGEMENT INVESTOR SERVICES, INC.·MIAMI, Florida
Unclaimed Profile
1221 BRICKELL AVE, MIAMI, FL 33131CRD# 5572872Firm CRD# 126173
01

About

Paula Sue Carlson is a registered financial advisor based in MIAMI, Florida, affiliated with CAPITAL MANAGEMENT INVESTOR SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.
AUM
$15M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAPITAL MANAGEMENT INVESTOR SERVICES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5572872
Firm CRD# 126173
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paula Sue Carlson offer?
Paula Sue Carlson specializes in Investment Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Paula Sue Carlson's credentials?
Paula Sue Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Sue Carlson located?
Paula Sue Carlson is based in MIAMI, Florida, working with CAPITAL MANAGEMENT INVESTOR SERVICES, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Paula Sue Carlson charge for services?
Paula Sue Carlson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL MANAGEMENT INVESTOR SERVICES, INC.?
CAPITAL MANAGEMENT INVESTOR SERVICES, INC. has approximately 2 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL MANAGEMENT INVESTOR SERVICES, INC.

Sidney Bors
MIAMI, FL
David Michael Kovach
MIAMI, FL
Edzai K Chimedra
MIAMI, FL

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Research
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