Scott
Carson

Carsonallaria Wealth Management, LTD

CRD#1966866
Investment Advisor
in Glen Carbon, IL

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About this Advisor

Scott Carson is a financial advisor based in Glen Carbon, Illinois, working with Carsonallaria Wealth Management, LTD. Scott has previously held positions at Purshe Kaplan Sterling Investments, Meridian Financial Group, and Carsonallaria Wealth Management, LTD. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Illinois, and Texas. Currently, Scott is part of Carsonallaria Wealth Management, LTD, which operates out of Glen Carbon, Illinois. The firm has one office and nine employees. The firm manages assets totaling $469.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Carsonallaria Wealth Management, LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2246 S. State Route 157 Suite 225
Glen Carbon, IL 62034

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Carsonallaria Wealth Management, LTD Brokerage Details

Total Assets Under Management

$469,840,880

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

562

IL Average: 2,564
Average Account Size

$836,016

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Scott Carson Work History

2014 - Present (10 years)

Carsonallaria Wealth Management, LTD

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2011 - 2014 (3 years)

Meridian Financial Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Carson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Carsonallaria Wealth Management, LTD

Mark Allaria
Glen Carbon, IL
Joseph Allaria
Glen Carbon, IL
Jeffrey Waters
Glen Carbon, IL
Scott Carson
Glen Carbon, IL
Michael Wiedner
Glen Carbon, IL

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