Carlisle Wysong, financial advisor Fort Worth TX

Carlisle Wysong

CRD Number: 2409895
Current Firm: Chalk Creek Partners, LLC

Carlisle Wysong (CRD# 2409895) is an Investment Advisor Representative working at Chalk Creek Partners, LLC in Fort Worth, TX and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Chalk Creek Partners LLC Fort Worth, TX Dec 2017 - Current 4
N/a - Traveling Arlington, TX Jun 2016 - Nov 2017 1
Carrhae Capital London, Aug 2011 - May 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
Contact Info for Carlisle C. Wysong
Phone Number: 917-859-2596
Registered State(s):
  • LA
  • TX
Current Firm Details
Chalk Creek Partners, LLC
Firm's CRD Number: 305270
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $774,091
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

LA, TX

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