Brian Patrick Carolan

Employer firm

Cmh Wealth Management, LLC CRD 150138

$813M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2009 → 12/2021
  Cmh Wealth Management, Llc
  North Hampton, NH
• 01/2022 → Present
  Cmh Wealth Management, Llc
  North Hampton, NH

Previous Registrations

• 2003-04-01 → 2004-09-02
  Columbia Management Advisors, Inc.
  Portsmouth, NH
• 2001-03-21 → 2003-04-01
  Fleet Investment Advisors Inc.
  Portsmouth, NH

Other Businesses

(1.) NAME OF OBA: BOY SCOUTS OF AMERICA - DANIEL WEBSTER COUNCIL TROOP 158; ADDRESS OF OBA: MANCHESTER, NH 03109; NATURE: TREASURER; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: RESPONSIBLE FOR ALL MONEY MATTERS; START DATE: 10/1/2011; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: SEACOAST MENTAL HEALTH CENTER; ADDRESS OF OBA: PORTSMOUTH, NH 03801; NATURE: FINANCE COMMITTEE / TREASURER; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: BOARD MEMBER AND TREASUERER. REVIEW MONTHLY FINANCIALS, INVESTMENTS AND RETIREMENT PLANS. START DATE: 01/01/2018; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-07
• S63 Uniform Securities Agent State Law Examination
  1991-12-18

Designations

• Chartered Financial Analyst