Carolinas Wealth Consulting LLC

Carolinas Wealth Consulting LLC (CRD# 300003) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,335,643,108 in 1,873 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details

5605 Carnegie Blvd. Suite 400, Charlotte, NC 28209

http://www.carolinasinvest.com

By the Numbers

Total Assets Under Management

1,336

MILLION
Total Number of Accounts

1,873

ACCOUNTS
Average Account Value

$713,104

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, MD, NC, NJ, NY, OH, SC, TN, TX, VA

Financial Advisors at Carolinas Wealth Consulting LLC

Showing 11 - 11 of 11 top financial advisors.

Steven A. Shak

CRD#: 6390831

5605 Carnegie Blvd. Suite 400, Charlotte, NC 28209

Steven Shak (CRD# 6390831) is an Investment Advisor Representative working at Carolinas Wealth Consulting LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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