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Edward Clade Carlton

Generouswealth, LLC

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About Edward Clade Carlton

Edward Clade Carlton is an investment advisor representative associated with Generouswealth, LLC. Edward Clade Carlton is a licensed investment advisor representative in South Carolina and Louisiana and offers investment advisory services through the firm. Edward Clade Carlton has been in the industry for over 28 years and is experienced in helping individuals plan for their financial future. Edward Clade Carlton provides comprehensive financial planning and portfolio management services for individuals and is focused on building long-term relationships with clients. Edward Clade Carlton can help you with your financial planning needs, regardless of your age or financial situation.

Firm Information

Edward Carlton is currently registered with Generouswealth, LLC. Generouswealth, LLC is a registered investment advisor with a focus on financial planning and portfolio management for individuals. They have a team of 2 licensed agents and 2 investment advisor representatives and manage approximately $95.8 million in assets for 579 clients. Their services include financial planning, portfolio management for individuals, and participation in wrap fee programs.

$95.82M

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Edward Carlton’s Registration & Firm History

SC

08/26/2020 - Present

Generouswealth, LLC (SUMMERVILLE SC)

SC

09/20/2007 - 09/01/2015

WELLS FARGO ADVISORS, LLC (NORTH CHARLESTON SC)

SC

01/02/2002 - 10/02/2007

CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)

GA

11/06/1995 - 01/02/2002

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

IA

07/08/1994 - 11/13/1995

DICKINSON & CO. (DES MOINES IA)

NA

10/04/1993 - 07/27/1994

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 05/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Clade Carlton.
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