Brian Carolan has been Principal and Co-Chief Investment Officer of CMH Wealth Management since May 2009, is a control person of the firm and directly owns between 50% and 75% of it. Brian Carolan holds an MBA from Babson College. Brian Carolan studied BSBA at Villanova University.
CMH Wealth Management, LLC is a Portsmouth, NH firm with $813M under management, 326 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Brian Carolan is Principal and Co-CIO & Portfolio Manager of CMH Wealth Management. He has over 25 years in the investment business. Before launching the firm, Carolan supervised the Northern New England team for US Trust Private Wealth Management, and before that worked at Fidelity Investments as a portfolio strategist and managed portfolios for high net worth investors.
Brian Carolan’s longest registration is the current one, 17 years at CMH Wealth Management since 2009. Before joining CMH Wealth Management in 2009, Brian Carolan was registered through Columbia Management Advisors, Inc. and Fleet Investment Advisors Inc.
- Columbia Management Advisors, Inc.– · 1 yearPortsmouth, NH · Adviser representative · Firm CRD 105842
- Fleet Investment Advisors Inc.– · 2 yearsPortsmouth, NH · Adviser representative · Firm CRD 108403
Professional designations
Listed by CMH Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Brian Carolan is registered as an investment adviser representative in New Hampshire, since May 2009.
- New HampshireSince 14 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 1996 |
| Series 7 | General Securities Representative Examination | 8 May 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 December 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 December 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Patrick Carolan
- CRD
- 2195631
- Firm
- CMH Wealth Management · CRD 150138
- Role
- Principal and Co-Chief Investment Officer
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmhwealth.com
Where does Brian Carolan work?
Brian Carolan has been Principal and Co-Chief Investment Officer of CMH Wealth Management, LLC since May 2009, and is a control person of the firm.
Is Brian Carolan a financial advisor?
Yes. Brian Carolan has a current investment-adviser registration in New Hampshire, through CMH Wealth Management since May 2009.
How many years of experience does Brian Carolan have?
Brian Carolan has 20 years in the financial industry, since November 2005, across 3 adviser firms.
What exams has Brian Carolan passed?
Brian Carolan has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in December 1991.
Where did Brian Carolan work before CMH Wealth Management?
Before CMH Wealth Management, Brian Carolan was registered through Columbia Management Advisors, Inc., April 2003 to September 2004; Fleet Investment Advisors Inc., March 2001 to April 2003.
Is Brian Carolan registered with FINRA?
No. Brian Carolan has no current broker registration.
Is Brian Carolan a CFA charterholder?
CMH Wealth Management lists Brian Carolan with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Brian Carolan’s record?
Search CRD 2195631 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Carolan’s full registration record.