Adam Charles Carlini
Investment adviser representative at Dynamic Wealth Advisors
10 yearsExperience
2 statesRegistered in
$193.3MFirm assets
3 yearsFirm in business
Are you Adam Charles Carlini? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Dynamic Wealth AdvisorsJun 2012 to now
- Leigh Baldwin & Co., LLCJan 2014 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, UT).
Dynamic Wealth Advisors
$193.3MAssets managed
315Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1857827
- Firm CRD
- 169792