Alan Joseph Rattee
Investment adviser representative at Carlson Investments
12 yearsExperience
4 statesRegistered in
$735.5MFirm assets
37 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Carlson InvestmentsApr 2024 to now
- Dl Carlson Investment Group IncApr 2024 to now
- Fidelity InvestmentsJun 2021 to Apr 2024
- Hamilton CollegeAug 2020 to Jun 2021
- Fidelity InvestmentsJun 2020 to Aug 2020
- Hamilton CollegeAug 2019 to May 2020
- Irwin MarineMay 2019 to Aug 2019
- Hamilton CollegeAug 2018 to May 2019
- Irwin MarineMay 2018 to Aug 2018
- Hamilton CollegeMay 2017 to May 2018
- Anb Fire ProtectionJun 2015 to May 2018
- Tilton SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (MA, MO, NH, VA).
Carlson Investments
Legal name: Dl Carlson Investment Group Inc.
$735.5MAssets managed
360Clients
8Advisers
37 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
- 7402533
- Firm CRD
- 105729