Brian Patrick Carolan
Investment adviser representative at Cmh Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$813.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Cmh Wealth Management, LLCJan 2022 to now
- Cmh Wealth Management, LLCMay 2009 to Dec 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cmh Wealth Management, LLC
$813.4MAssets managed
326Clients
7Advisers
17 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
- 2195631
- Firm CRD
- 150138