Unclaimed Profile

Brian Raymond Carlton

MONEYWISE INC·FOREST, Virginia

Series 65Clean record23 years registeredMONEYWISE INC

1563 CROSSINGS CENTRE DRIVE, FOREST, VA 24551-4744CRD# 2593909Firm CRD# 105103

Profile Verification

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

Identity

Brian Raymond Carlton · FOREST, VA

Registration

CRD #2593909 · MONEYWISE INC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONEYWISE INC

CARLTON FINANCIAL SERVICES

Jul 2018 – Dec 2023

CHARLOTTESVILLE, VA

HSC WEALTH ADVISORS

Jan 2003 – Jun 2018

FOREST, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONEYWISE INC

CRD 105103 · SEC 801-20812

AUM

$358M

Regulatory assets under management

Employees

1,703 client accounts

Services offered by MONEYWISE INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MONEYWISE INC →

Introduction

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Frequently Asked Questions

What services does Brian Raymond Carlton offer?

Brian Raymond Carlton specializes in Financial Planning, Investment Management.

What are Brian Raymond Carlton's credentials?

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

Where is Brian Raymond Carlton located?

Brian Raymond Carlton is based in FOREST, Virginia, last registered with MONEYWISE INC.

How does Brian Raymond Carlton charge for services?

Brian Raymond Carlton'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 MONEYWISE INC?

MONEYWISE INC has approximately 8 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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