Warren Chad Carrick
Investment adviser representative at Sledge and Company Wealth Advisors
29 yearsExperience
1 stateRegistered in
PFSDesignation
$183.4MFirm assets
Are you Warren Chad Carrick? Claim your profile
Contact this firm
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
29 years in the industry.
- Sledge and Company Wealth AdvisorsMay 2025 to now
- Capital Investment Group, Inc.Oct 2009 to now
- Sledge and Company, PllcMay 1997 to now
- The Wealth Group, Ltd.May 2011 to May 2025
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sledge and Company Wealth Advisors
Legal name: Sledge and Company Wealth Advisors, LLC
$183.4MAssets managed
200Clients
4Advisers
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
- 5728615
- Firm CRD
- 336314