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Carl Wade Gardiner

Bitterroot Capital Advisors LLC

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About Carl Wade Gardiner

Carl Gardiner is an investment advisor representative currently registered with Bitterroot Capital Advisors LLC in Bozeman, Montana. Carl has been in the industry since September 1992 and has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Carl is a Chartered Financial Analyst, holds Series 7, Series 24 and Series 63 licenses and specializes in cash flow analysis, estate planning, financial planning, and portfolio management for individuals and businesses. Carl is a specialist in the following investment strategies: investment advisory services, portfolio management for individuals, portfolio management for businesses, and selection of other advisors.

Firm Information

Carl Gardiner is currently registered with Bitterroot Capital Advisors LLC. Bitterroot Capital Advisors LLC is an investment advisor based in BOZEMAN, MT. The firm provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and cash flow analysis and estate planning. They manage approximately $1,509,082,717 in assets for 22 high-net-worth individuals.
Bitterroot Capital Advisors LLC

118 EAST MAIN STREET

BOZEMAN, MT 59715

$1.51B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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cash flow analysis and estate planning

Cash flow analysis and estate planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Gardiner’s Registration & Firm History

MT

10/05/2022 - Present

Bitterroot Capital Advisors LLC (BOZEMAN MT)

NY

09/01/1992 - 05/19/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

10/11/1992 - 08/21/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 09/26/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/12/2000

Series 24 - General Securities Principal Examination

BC

Issued 08/22/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Wade Gardiner.
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