Skip to content

Carson Strom

Investment adviser representative at WebsterRogers Financial Advisors in Greenville, SC

Investment adviser registrationUpdated

Carson Strom is an investment adviser representative at Websterrogers Financial Advisors, LLC, an investment adviser managing $461M, and works from its Greenville, SC office. Carson Strom has been registered through WebsterRogers Financial Advisors since 15 November 2021, has 4 years in the industry across 1 firm and has passed the Series 65.

4
Years in industry
4
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Carson Strom has been an investment adviser representative at WebsterRogers Financial Advisors since November 2021, and is not listed among the firm’s executive officers or direct owners.

Websterrogers Financial Advisors, LLC is a Florence, SC firm with $461M under management, 328 clients and 7 advisers across 4 offices, as of its March 2026 filing.

  1. – present · 4 years
    Greenville, SC · Adviser representative · Firm CRD 121006

Credentials and registrations

Investment adviser representative registrations

Carson Strom is registered as an investment adviser representative in 2 states. The first approvals date from November 2021; the most recent is Texas, in June 2025.

  • South CarolinaSince 15 November 2021
  • TexasSince 10 June 2025

Examinations

Series 6515 November 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Carson David Strom
CRD
6948000
Office
Greenville, SC
Registration
Investment adviser registration
In the industry since
November 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Carson Strom work?

Carson Strom is an investment adviser representative registered through Websterrogers Financial Advisors, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Carson Strom a financial advisor?

Yes. Carson Strom has a current investment-adviser registration in South Carolina and Texas, through WebsterRogers Financial Advisors since November 2021.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Carson Strom have?

Carson Strom has 4 years in the financial industry, since November 2021, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Carson Strom passed?

Carson Strom passed the Series 65 in November 2021.

Source: IAPD individual record, checked 23 October 2026

Where is Carson Strom based?

Carson Strom’s registered office is in Greenville, SC.

Source: IAPD individual record, checked 23 October 2026

Is Carson Strom registered with FINRA?

No. Carson Strom has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Carson Strom’s record?

Search CRD 6948000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carson Strom’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at WebsterRogers Financial Advisors

Sources

  1. IAPD individual record, CRD 6948000, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Websterrogers Financial Advisors, LLC, filed 6 March 2026. Executive officers and direct owners; this person is not among them.