Carson David Strom
Investment adviser representative at Websterrogers Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$460.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Websterrogers Financial Advisors, LLCNov 2021 to now
- Webster Rogers Financial AdvisorsSep 2021 to now
- Zion and CompanyJun 2019 to Sep 2021
- University of South CarolinaAug 2018 to May 2019
- University of South CarolinaAug 2014 to May 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Websterrogers Financial Advisors, LLC
$460.5MAssets managed
328Clients
7Advisers
24 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
- 6948000
- Firm CRD
- 121006