Marc Andrew Carlson
Investment adviser representative at Wealth Watch Advisors, Inc
20 yearsExperience
1 stateRegistered in
$612.4MFirm assets
11 yearsFirm in business
Are you Marc Andrew Carlson? 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
20 years in the industry.
- Wealth Watch Advisors, IncOct 2020 to now
- Solomon Group Financial Services LLCMar 2017 to now
- Serengeti TradingMar 2006 to now
- Blue Duck Wealth ManagementOct 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wealth Watch Advisors, Inc
$612.4MAssets managed
3,587Clients
52Advisers
11 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
- 6716516
- Firm CRD
- 172002