Tiana Carlson, financial advisor Casper WY

Tiana Carlson

CRD Number: 6625397
Current Firm: Morgan Stanley

Tiana Carlson (CRD# 6625397) is an Investment Advisor Representative working at Morgan Stanley in Casper, WY and has over 7 years of experience in the finance industry.

Similar Advisors
Mary Barone, financial advisor Casper WY
Mary A. Barone
CRD# 1141253
Mutual Advisors, LLC
Similar Advisors
Paul Baxter, financial advisor Casper WY
Paul W. Baxter
CRD# 4831131
Edward Jones
Similar Advisors
Joseph Bennick, financial advisor Casper WY
Joseph A. Bennick
CRD# 6716429
Rbc Capital Markets, LLC
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Jan 2024 - Current < 1
Morgan Stanley Smith Barney LLC Casper, WY Apr 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Casper, WY Sep 2017 - Apr 2022 4
Lpl Financial Casper, WY Nov 2016 - Sep 2017 < 1
First Interstate Bank Casper, WY Aug 2015 - Sep 2017 2
Cetera Investment Services LLC St. Cloud, MN Mar 2016 - Nov 2016 < 1
Wu It Department Laramie, WY Oct 2014 - May 2015 < 1
University Of Wyoming Laramie, WY Aug 2012 - May 2015 2
Spectra Energy Casper, WY Jun 2014 - Aug 2014 < 1
Unemployed Casper, WY Aug 2012 - Jun 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2016
Contact Info for Tiana C. Carlson
Phone Number: 914-225-5510
Registered State(s):
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.