Charles M Carey
Investment adviser representative at Wellment Financial
30 yearsExperience
1 stateRegistered in
$312.7MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Wellment FinancialMar 2021 to now
- Fsr Insurance Planning, Ltd.Aug 2020 to now
- Fsr Wealth Management Ltd.Aug 2020 to now
- UnemployedMay 2020 to Jul 2020
- Grebe & AssociatesFeb 2020 to Apr 2020
- Rindone & CompanyFeb 2020 to Apr 2020
- UnemployedOct 2019 to Jan 2020
- Elite TapeFeb 2019 to Sep 2019
- UnemployedNov 2018 to Jan 2019
- Randall ManufacturingJul 1996 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wellment Financial
Legal name: Fsr Wealth Management, Ltd.
$312.7MAssets managed
405Clients
11Advisers
5 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
- 7291767
- Firm CRD
- 166746