John Carlson is a registered investment advisor, based in Brooklyn, NY, with 13 years of industry experience.
Location
Brooklyn, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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John owns a rental property in Stowe, VT, which he intends to list on AirBnB, VRBO, and a local rental website. He has a property manager and rental manager to handle all aspects of the rental, and spends minimal time on this activity.
Employment History
Current Registrations
Victory Capital Services, INC.
June 2022 - Present · 3 yrs 10 mos
Victory Capital Services, INC.Broker
June 2022 - Present · 3 yrs 10 mos
Westend Advisors, LLC
March 2022 - Present · 4 yrs 1 mo
Previous Registrations
Westend Advisors, LLC
October 2018 - February 2022 · 3 yrs 4 mos
State Street Global Advisors Funds Distributors, LLCBroker
August 2012 - September 2018 · 6 yrs 1 mo
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.