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Carly Ada O'BRien

Wealth Science Advisors LLC

Alpharetta, GA

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Current Employers
Wealth Science Advisors Llc

55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-07-06
TX RA APPROVED 2026-06-18
  • GA RA
    APPROVED
    Since 2026-07-06
  • TX RA
    APPROVED
    Since 2026-06-18

Branch Locations

55 Roswell Street Suite 210, Alpharetta, GA 30009 • 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
Jn Fries Middle School Concord NC 08/2014 06/2017
Concord High School Concord NC 08/2017 06/2021
University Of Georgia Athens GA 08/2021 05/2025
University Of Georgia Athens GA 11/2021 05/2025
William Blair Chicago IL 07/2025 02/2026
Wealth Science Advisors Llc Alpharetta GA 04/2026 Present
  • 08/2014 → 06/2017
    Jn Fries Middle School
    Concord, NC
  • 08/2017 → 06/2021
    Concord High School
    Concord, NC
  • 08/2021 → 05/2025
    University Of Georgia
    Athens, GA
  • 11/2021 → 05/2025
    University Of Georgia
    Athens, GA
  • 07/2025 → 02/2026
    William Blair
    Chicago, IL
  • 04/2026 → Present
    Alpharetta, GA
Other Businesses

1) WEALTH SCIENCE RESEARCH LABS; NOT INVESTMENT-RELATED; 55 ROSWELL STREET, STE 210, ALPHARETTA, GA 30009; PSYCHOLOGICAL ANALYTICS AND CONSULTING; WEALTH SCIENCE ADVISOR; STARTED 06/2026; APPROXIMATELY 5 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; PSYCHOLOGICAL ASSESSMENTS. 2) WEALTH SCIENCE FAMILY OFFICE LLC; NOT INVESTMENT-RELATED; 55 ROSWELL ST STE 210, ALPHARETTA, GA 30009; CONSULTING; WEALTH SCIENCE ADVISOR; STARTED: 06/2026; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; STRATEGIC CONSULTING AND ADMINISTRATIVE SUPPORT SERVICES TO ENTITIES AND HIGH NET WORTH FAMILIES. 3) WEALTH SCIENCE TAX LLC; NOT INVESTMENT-RELATED; 443 CYPRESS DRIVE, SANTA ROSA BEACH, FL, 32459; TAX SERVICES; WEALTH SCIENCE ADVISOR; STARTED: 06/2026; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; ASSIST CLIENTS WITH TAX PLANNING, TAX PROJECTIONS, AND FILING TAX RETURNS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-18
S63 Uniform Securities Agent State Law Examination 2025-04-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-18
  • S63 Uniform Securities Agent State Law Examination
    2025-04-11
Other Names
  • Carly Ada Obrien

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