Carly Ada O'brien
Investment adviser representative at Wealth Science Advisors LLC
12 yearsExperience
2 statesRegistered in
$558.7MFirm 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
12 years in the industry.
- Wealth Science Advisors LLCApr 2026 to now
- William BlairJul 2025 to Feb 2026
- University of GeorgiaAug 2021 to May 2025
- Concord High SchoolAug 2017 to Jun 2021
- Jn Fries Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Wealth Science Advisors LLC
$558.7MAssets managed
273Clients
9Advisers
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
- 7746749
- Firm CRD
- 321031