Russell Carlson has been an investment adviser representative at Aria Wealth Management since August 2017, and is not listed among the firm’s executive officers or direct owners. Russell Carlson holds a BS in Civil Engineering from the University of Rhode Island.
Aria Wealth Management, Inc. is a Saratoga, CA firm with $130M under management, 249 clients and 6 advisers across 5 offices, as of its April 2026 filing.
Russ Carlson is a wealth advisor with ARIA Wealth Management in the Greater Atlanta area. He began his career in the financial services industry as an advisor with Morgan Stanley in 1997. He has also held roles from sales to management in the health care industry at IBM and HBO.
Russell Carlson’s longest registration was 10 years at American Wealth Management, Inc. (2003–2013). Before joining Aria Wealth Management in 2017, Russell Carlson was registered through Concert Wealth Management and American Wealth Management, Inc.
- Aria Wealth ManagementCurrent– present · 9 yearsDunwoody, GA · Adviser representative · Firm CRD 288450
- Concert Wealth Management– · 4 yearsDunwoody, GA · Adviser representative · Firm CRD 141253
- American Wealth Management, Inc.– · 10 yearsAtlanta, GA · Adviser representative · Firm CRD 25536
Investment adviser representative registrations
Russell Carlson is registered as an investment adviser representative in Georgia, since August 2017.
- GeorgiaSince 16 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 2 June 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 May 1997 |
| Series 7 | General Securities Representative Examination | 13 May 1997 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Russell Paul Carlson
- CRD
- 2876261
- Firm
- Aria Wealth Management · CRD 288450
- Office
- Dunwoody, GA
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ariawealth.com
Where does Russell Carlson work?
Russell Carlson is an investment adviser representative registered through Aria Wealth Management, Inc. since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Russell Carlson a financial advisor?
Yes. Russell Carlson has a current investment-adviser registration in Georgia, through Aria Wealth Management since August 2017.
How many years of experience does Russell Carlson have?
Russell Carlson has 23 years in the financial industry, since January 2003, across 3 adviser firms.
What exams has Russell Carlson passed?
Russell Carlson has passed 4 licensing exams: the Series 7, Series 65, Series 63 and Series 31. The earliest, the Series 7, was passed in May 1997.
Where did Russell Carlson work before Aria Wealth Management?
Before Aria Wealth Management, Russell Carlson was registered through American Wealth Management, Inc., January 2003 to September 2013.
Where is Russell Carlson based?
Russell Carlson’s registered office is in Dunwoody, GA.
Is Russell Carlson registered with FINRA?
No. Russell Carlson has no current broker registration.
How can I verify Russell Carlson’s record?
Search CRD 2876261 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Carlson’s full registration record.
