Dawn Renee Carey
Investment adviser representative at Impact Partnership Wealth, LLC
10 yearsExperience
1 stateRegistered in
$3BFirm assets
5 yearsFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Impact Partnership Wealth, LLCDec 2022 to now
- Smartlife Financial Group LLCNov 2018 to Dec 2022
- Trac Asset Management LLCFeb 2017 to Dec 2018
- Revere Securities, LLCAug 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 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
- 5138867
- Firm CRD
- 313928