Carly Marie Denial
Investment adviser representative at Arq Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
10 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
11 years in the industry.
- Arq Wealth Advisors, LLCMay 2025 to now
- The Vanguard Group, Inc.Aug 2020 to May 2025
- The OakmontNov 2019 to Jul 2020
- The MayorJun 2019 to Nov 2019
- Forest Highlands Recreation DepartmentMay 2019 to Jul 2020
- Northern Arizona UniversityAug 2016 to May 2020
- Busy Bees BabysittingAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Arq Wealth Advisors, LLC
$1.2BAssets managed
605Clients
15Advisers
10 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
- 7285305
- Firm CRD
- 147351