Nicholas Stephen Carlin
Investment adviser representative at Carlin Wealth Management Group, LLC
21 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$240.9MFirm 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
21 years in the industry.
- Carlin Wealth Management Group, LLCMar 2023 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Mar 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Carlin Wealth Management Group, LLC
$240.9MAssets managed
189Clients
3Advisers
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
- 4818630
- Firm CRD
- 325306