Carter Bryant Easley
Investment adviser representative at Apella Wealth
10 yearsExperience
2 statesRegistered in
$11.1BFirm assets
12 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Apella WealthDec 2025 to now
- Pbmares Wealth Management LLCAug 2025 to Dec 2025
- Unum Insurance CompanyAug 2023 to Jul 2025
- Zaxby'sFeb 2023 to Aug 2023
- Adtech CeramicsJan 2022 to Jul 2022
- Ken Garner Manufacturing CoMay 2021 to Aug 2021
- University of Tennessee - ChattanoogaAug 2020 to May 2024
- Brighton High SchoolSep 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CT, VA).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 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
- 8175089
- Firm CRD
- 171106