Cory Paul Carling
Investment adviser representative at Capital Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$116MFirm assets
Are you Cory Paul Carling? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Capital Wealth, LLCAug 2026 to now
- Morgan StanleyDec 2024 to now
- Fidelity InvestmentsJul 2022 to Dec 2024
- Dbi EngineeringAug 2018 to Jul 2022
- Payson Sheet MetalMar 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capital Wealth, LLC
$116MAssets managed
290Clients
4Advisers
Under 1 yearIn 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
- 7606747
- Firm CRD
- 289574