Unclaimed Profile

Carl Wade Gardiner

BITTERROOT CAPITAL ADVISORS LLC·BOZEMAN, Montana

Series 7, Series 24, Series 63Clean record9 years registeredBITTERROOT CAPITAL ADVISORS LLC

118 EAST MAIN STREET, BOZEMAN, MT 59715CRD# 2270780Firm CRD# 109088

Profile Verification

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

Identity

Carl Wade Gardiner · BOZEMAN, MT

Registration

CRD #2270780 · BITTERROOT CAPITAL ADVISORS LLC · 9 years registered

Brand Profile

Not yet started

Career History

A&M PRIVATE WEALTH PARTNERS, LLC

Apr 2026 – present

BITTERROOT CAPITAL ADVISORS LLC

Oct 2022 – May 2026

BOZEMAN, MT

CONSTANCY INVESTORS LLC

Feb 2017 – Dec 2018

NEW CANAAN, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · February 21, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BITTERROOT CAPITAL ADVISORS LLC

CRD 109088 · SEC 801-58029

AUM

$1.5B

Regulatory assets under management

Employees

22 client accounts

Services offered by BITTERROOT CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BITTERROOT CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Carl Wade Gardiner offer?

Carl Wade Gardiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOZEMAN, Montana for a consultation.

What are Carl Wade Gardiner's credentials?

Carl Wade Gardiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Wade Gardiner located?

Carl Wade Gardiner is based in BOZEMAN, Montana, working with BITTERROOT CAPITAL ADVISORS LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Carl Wade Gardiner charge for services?

Carl Wade Gardiner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BITTERROOT CAPITAL ADVISORS LLC?

BITTERROOT CAPITAL ADVISORS LLC has approximately 8 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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