Edward Clade Carlton
Investment adviser representative at Generouswealth, LLC
11 yearsExperience
2 statesRegistered in
$110.4MFirm assets
Under 1 yearFirm in business
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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
Experience
11 years in the industry.
- Generouswealth, LLCAug 2020 to now
- LPL Financial LLCAug 2015 to now
- Independent Advisor Alliance, LLCAug 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (LA, SC).
Generouswealth, LLC
$110.4MAssets managed
305Clients
2Advisers
Under 1 yearIn 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
- 2394365
- Firm CRD
- 308263