Scott Douglas Carson

Employer firm

Carsonallaria Wealth Management, Ltd. CRD 157998

$792M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2014 → Present
  Carsonallaria Wealth Management, Ltd
  Glen Carbon, IL

Previous Registrations

• 2014-08-22 → 2017-11-21
  Visionary Wealth Advisors, Llc
  Edwardsville, IL
  St. Louis, MO
• 2011-08-02 → 2015-12-31
  Carsonallaria Wealth Management, Ltd.
  Glen Carbon, IL
• 1999-11-16 → 2011-10-27
  Lpl Financial Llc
  Glen Carbon, IL
• 2004-01-07 → 2005-12-31
  Meridian Financial Group, Ltd.
  Glen Carbon, IL

Other Businesses

1. 11/16/1994 - NON-VARIABLE INSURANCE - SCOTT CARSON-SOLE PROPRIETORSHIP - SOLE, INSURANCE SALES - GLEN CARBON, IL. 20 HOURS/MO. COMPREHENSIVE WEALTH MANAGEMENT 2. 08/01/2014 - REGISTERED INVESTMENT ADVISOR - CarsonAllaria Wealth Management, LTD. INVESTMENT RELATED. 2246 South State Route 157, Suite 225, Glen Carbon, IL 62034; 160 HRS/MO. - PROVIDE FINANCIAL PLANNING ON AN HOURLY BASIS. 3. PKSF/Ash Brokerage-Investment related-80 State St, Albany, NY 12207-Insurance-Agent-3/2016-20 hrs/mth-100% during trading hrs-Solicits and procures life/LTC policies for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-14
• S63 Uniform Securities Agent State Law Examination
  1995-03-02