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Carl Henry Carlson

We Family Offices

Coral Gables, FL

CRD 7134945

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Employer firm

We Family Offices CRD 109869

$17.8B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
We Family Offices

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bulltick, Llc Miami FL 10/2017 09/2020
Florida International University Miami FL 09/2016 08/2017
Bulltick, Llc Miami FL 08/2017 10/2017
Universidad Iberoamericana Santo Domingo, Distrito Nacional 09/2013 09/2016
We Family Offices Llc Miami FL 10/2020 Present
  • 10/2017 → 09/2020
    Bulltick, Llc
    Miami, FL
  • 09/2016 → 08/2017
    Florida International University
    Miami, FL
  • 08/2017 → 10/2017
    Bulltick, Llc
    Miami, FL
  • 09/2013 → 09/2016
    Universidad Iberoamericana
    Santo Domingo, Distrito Nacional
  • 10/2020 → Present
    We Family Offices Llc
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-27
  • S65 Uniform Investment Adviser Law Examination
    2021-02-27
Other Names
  • Carl Carlson

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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