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Magaly Carson

27 Years of Experience
Reno, NV
4 DisclosuresBroker

Magaly Carson is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

595 Humboldt St Ste 200, Reno, NV, 89509

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2012
Settled
Customer Dispute
November 2011
Settled
Customer Dispute
June 2004
Settled
Customer Dispute
June 2000
Settled
Other Business Activities

Magaly has ownership stakes in multiple LLCs including Reve By Magaly LLC (jewelry business), Mfortitude LLC (finet practice income), TMCWM LLC (finet practice LLC), and Divvy Divorce and Smart Divorce LLC (divorce consulting). These activities each require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2024 - Present · 2 yrs 5 mos
Wells Fargo Advisors
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
November 2010 - February 2024 · 13 yrs 3 mos
Morgan StanleyBroker
November 2010 - February 2024 · 13 yrs 3 mos
Wells Fargo Advisors, LLC
March 2005 - November 2010 · 5 yrs 8 mos
Wells Fargo Advisors, LLCBroker
March 2005 - November 2010 · 5 yrs 8 mos
Banc One Securities Corporation
March 2005 - March 2005 · 0 mos
Banc One Securities CorporationBroker
December 1998 - March 2005 · 6 yrs 3 mos
State Registrations30 states
AZCACODCFLGAHIIDINKYMAMIMNMONCNHNJNMNVNYOHOKORPATNTXUTVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Magaly Carson - Financial Advisor | TrueAdvisor