Carson Stewart Anderson
Investment adviser representative at Texas Capital Bank Private Wealth Advisors
14 yearsExperience
1 stateRegistered in
$4.2BFirm assets
7 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 assetsFixed 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
14 years in the industry.
- Tcbi SecuritiesMar 2023 to now
- Texas Capital Bank Private Wealth AdvisorsNov 2022 to now
- Texas Capital BankNov 2022 to now
- PNC Private BankOct 2021 to Nov 2022
- Wells Fargo Clearing ServicesJan 2020 to Oct 2021
- Morgan StanleyOct 2012 to Jan 2020
- Morgan Stanley Private Bank, N.A.Oct 2012 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Capital Bank Private Wealth Advisors
Legal name: Texas Capital Bank Wealth Management Services, Inc.
$4.2BAssets managed
735Clients
55Advisers
7 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
- 5212743
- Firm CRD
- 298422