linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Russell Paul Carlson

Aria Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Russell? Claim Your Profile

About Russell Paul Carlson

Russell Carlson is a financial advisor at Aria Wealth Management, based in Dunwoody, GA. He is also registered to provide investment advice in California. Russell has over 20 years of experience in the financial services industry. He holds both Series 65 and 63 licenses and is a qualified investment advisor. He previously worked at American Wealth Management, Inc. in Atlanta, GA and Morgan Stanley DW Inc. in Purchase, NY. Russell Carlson has experience working with individuals, high-net-worth individuals, state or municipal government entities, pension and profit-sharing plans, and charitable organizations.

Firm Information

Russell Carlson is currently registered with Aria Wealth Management. Aria Wealth Management is a registered investment advisor headquartered in Saratoga, CA. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth. The firm manages approximately $194.3 million in assets.
Aria Wealth Management

20640 3RD STEET

SARATOGA, CA 95070

$194.33M

Assets Under Management

Not reported

Total Clients

8

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Russell Carlson’s Registration & Firm History

GA

08/16/2017 - Present

Aria Wealth Management (Dunwoody GA)

GA

12/03/2002 - 09/04/2013

AMERICAN WEALTH MANAGEMENT, INC. (ATLANTA GA)

NY

05/14/1997 - 11/25/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Russell Paul Carlson is right for you?

Licenses & Designations

IA

Issued 05/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 05/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Russell Paul Carlson.
Not sure if Russell Paul Carlson is right for you?