Unclaimed Profile

Brian Patrick Carolan

CMH WEALTH MANAGEMENT, LLC·PORTSMOUTH, New Hampshire

Series 6, Series 7, Series 63, Series 65Clean record25 years registeredCMH WEALTH MANAGEMENT, LLC

100 MARKET STREET, PORTSMOUTH, NH 03801CRD# 2195631Firm CRD# 150138

Profile Verification

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

Identity

Brian Patrick Carolan · PORTSMOUTH, NH

Registration

CRD #2195631 · CMH WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CMH WEALTH MANAGEMENT, LLC

May 2009 – present

COLUMBIA MANAGEMENT ADVISORS, INC.

Apr 2003 – Sep 2004

PORTSMOUTH, NH

FLEET INVESTMENT ADVISORS INC.

Mar 2001 – Apr 2003

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 21, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CMH WEALTH MANAGEMENT, LLC

CRD 150138 · SEC 801-70154

AUM

$695M

Regulatory assets under management

Employees

620 client accounts

Services offered by CMH WEALTH MANAGEMENT, 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 CMH WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Patrick Carolan offer?

Brian Patrick Carolan specializes in Financial Planning, Investment Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Brian Patrick Carolan's credentials?

Brian Patrick Carolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Patrick Carolan located?

Brian Patrick Carolan is based in PORTSMOUTH, New Hampshire, working with CMH WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Brian Patrick Carolan charge for services?

Brian Patrick Carolan'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 CMH WEALTH MANAGEMENT, LLC?

CMH WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $695M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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