Cari Pauline Elliott
Investment adviser representative at Hb Wealth
13 yearsExperience
1 stateRegistered in
$30.2BFirm assets
4 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
13 years in the industry.
- Hb WealthJan 2025 to now
- Hb Wealth Management, LLCJan 2025 to now
- The Barn At Pleasant AcresJun 2019 to now
- Wms Partners, LLCJul 2022 to Jan 2025
- Wms Partners, LLCSep 2021 to Jun 2022
- CovingtonalsinaJun 2021 to Aug 2021
- Starbucks Coffee CompanyFeb 2020 to Mar 2022
- Towson UniversityJan 2020 to May 2022
- College of Southern MarylandSep 2017 to Dec 2019
- Starbucks Coffee CompanyApr 2015 to Aug 2017
- Dee Kline WellnessAug 2014 to Jan 2020
- StudentMar 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
4 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
- 7714224
- Firm CRD
- 316731