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Nicholas Stephen Carlin

Managing PrincipalCarlin Wealth Management Group, LLCCRD 4818630

About Nicholas Stephen Carlin

Nicholas Stephen Carlin is listed as Managing Principal at Carlin Wealth Management Group, LLC in Austin, TX. Form ADV reports a beneficial ownership band of 50-75%. Nicholas Stephen Carlin is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Carlin Wealth Management Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nicholas Stephen Carlin work?

Nicholas Stephen Carlin is listed as Managing Principal at Carlin Wealth Management Group, LLC on SEC Form ADV.

How much of Carlin Wealth Management Group, LLC does Nicholas Stephen Carlin own?

Form ADV reports a beneficial ownership band of 50-75%.

Carlin Wealth Management Group, LLC

TitleManaging Principal
Ownership50-75%
Control personYes
Since2023
View Carlin Wealth Management Group, LLC →

Carlin Wealth Management Group, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2023
View Carlin Wealth Management Group, LLC →