Cory Paul Carling

Employer firm

Capital Wealth, LLC CRD 289574

$116M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2022 → 12/2024
  Fidelity Investments
  American Fork, UT
• 08/2018 → 07/2022
  Dbi Engineering
  Payson, UT
• 03/2014 → 08/2018
  Payson Sheet Metal
  Payson, UT
• 12/2024 → Present
  Morgan Stanley
  Sandy, UT

Previous Registrations

• 2024-12-17 → 2026-08-21
  Morgan Stanley
  Sandy, UT
• 2022-12-05 → 2024-12-16
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-11-22

Designations

• Certified Financial Planner

Other Names

• Cory Paul Carling
• Cory Carling