Carson Whiteman

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2021 → 03/2024
  Charles Schwab & Co., Inc.
  Austin, TX
• 09/2020 → 05/2021
  Indaco
  Charleston, SC
• 09/2019 → 03/2020
  Parcel 32
  Charleston, SC
• 05/2016 → 09/2021
  Shawmont Hotel
  Ocean Grove, NJ
• 08/2017 → 04/2021
  College Of Charleston
  Charleston, SC
• 02/2012 → 08/2017
  Champion High School
  Boerne, TX
• 03/2016 → 06/2017
  Stone And Soil Depot
  Fair Oaks Ranch, TX
• 10/2019 → 03/2020
  Patrick Properties Events Llc
  Charleston, SC
• 04/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-28
• S63 Uniform Securities Agent State Law Examination
  2022-04-01

Other Names

• Carson Elise Whiteman