Sonu Sam Varghese
Investment adviser representative at Carson Group Investing
15 yearsExperience
2 statesRegistered in
$2BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Carson Group InvestingJun 2019 to now
- Cwm, LLCJun 2019 to now
- Harold Washington CollegeJan 2011 to now
- Convex Capital Management LLCJul 2013 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, NE).
Carson Group Investing
Legal name: Carson Group Investing, LLC
$2BAssets managed
0Clients
7Advisers
8 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
- 6428691
- Firm CRD
- 291744