Cathal Carson
Investment adviser representative at Steward Partners Investment Advisory, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$36.7BFirm 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 assetsHourlyFixed 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
14 years in the industry.
- Steward Partners Investment Advisory, LLCSep 2026 to now
- Steward Partners Global Advisory, LLCSep 2026 to now
- American Financial Advisors, LLC.Apr 2026 to Sep 2026
- Henssler FinancialOct 2021 to Mar 2026
- UnemployedJul 2020 to Oct 2021
- Otr CapitalMar 2012 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
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
- 7426793
- Firm CRD
- 283004