Carla M. Dells

DS INVESTMENT ADVISORS

Grand Rapids, MI 49504

Some features on this profile are disabled

CRD#: 2084545

Professional summary

Carla Marie Dells, who also goes by Carla Marie Perez, is a registered financial advisor currently at DS INVESTMENT ADVISORS located in Grand Rapids, Michigan.

Carla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Carla has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carla Marie Perez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Burnham & Dells Advisors LLC YES 750 Front Avenue NW Suite 305, Grand Rapids, Michigan 49504 Investment Advisory Member 2010 20 20 SAA and IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carla Marie Dells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 1, 2025 - Present

DS INVESTMENT ADVISORS

Office #1: 750 Front Avenue Nw Suite 305, Grand Rapids, MI 49504

RIA

CRD#: 319351

Grand Rapids, MI

Past

September 22, 2022 - February 27, 2025

DS INVESTMENT ADVISORS

RIA

CRD#: 319351

GRAND RAPIDS, MI

Past

October 28, 2010 - October 20, 2022

BURNHAM & DELLS ADVISORS

RIA

CRD#: 114866

GRAND RAPIDS, MI

Past

October 8, 2010 - November 22, 2010

CHESME CAPITAL MANAGEMENT

RIA

CRD#: 129342

GRAND RAPIDS, MI

Past

August 11, 2003 - January 30, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

GRAND RAPIDS, MI

Past

October 18, 2002 - January 30, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

GRAND RAPIDS, MI

Past

July 23, 2001 - October 8, 2002

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

December 12, 1997 - May 12, 2000

CAPTRUST FINANCIAL ADVISORS, LLC

CRD#: 41727

CHARLOTTE, NC

Past

December 4, 1992 - December 23, 1997

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DS INVESTMENT ADVISORS

CRD#: 319351 / SEC#: 801-123724

RIA

Registered Investment Advisory firm - (4/19/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/14/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/30/1992

General Securities Representative Examination

Current Firm

DS INVESTMENT ADVISORS

CRD#: 319351 / SEC#: 801-123724

RIA

Registered Investment Advisory firm - (4/19/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

750 Front Ave Nw Suite 305, Grand Rapids, MI 49504

Mailing Address

Phone number

(616) 840-0284

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DS INVESTMENT ADVISORS LLC 03.01.25 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	254
AUM (Assets Under Management)	$ 346,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Scott Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

IAR

GRAND RAPIDS, MI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Carla M. Dells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carla Marie Dells's CRS (Customer Relationship Summary).

Certified licenses

Experience

DS INVESTMENT ADVISORS

BURNHAM & DELLS ADVISORS

CHESME CAPITAL MANAGEMENT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

INVESTMENT CENTERS OF AMERICA, INC.

CAPTRUST FINANCIAL ADVISORS, LLC

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

DS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2010

Series 63

Date: 12/14/1992

Series 7

Date: 11/30/1992

Current Firm

DS INVESTMENT ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DS INVESTMENT ADVISORS

TRUST BUT VERIFY

Similar Advisors