Dawn Renee Carey | Financial Professional | The Villages, Florida | IMPACT PARTNERSHIP WEALTH, LLC

Professional summary

Dawn Renee Carey, who also goes by Dawn Carey, Dawn R Carey-gerig, Dawn Renee Gerig, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in The Villages, Florida.

Dawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Dawn has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dawn Carey | Dawn R Carey-Gerig | Dawn Renee Gerig

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.

PHOENIX WEALTH MANAGEMENT; INVESTMENT-RELATED; ATLANTA, GA; INSURANCE AGENT; START DATE 2022; APPROX. 80 HRS/MO WITH 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Renee Carey'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

December 19, 2022 - Present

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

THE VILLAGES, FL

Past

December 26, 2018 - December 2, 2022

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA

CRD#: 168299

The Villages, FL

Past

December 20, 2017 - January 11, 2019

TRAC ASSET MANAGEMENT LLC

RIA

CRD#: 170662

THE VILLAGES, FL

Past

August 12, 2016 - January 4, 2017

REVERE SECURITIES LLC

BD

CRD#: 14178

NEW YORK, NY

Past

May 22, 2015 - August 9, 2016

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

WESTERVILLE, OH

Past

May 22, 2015 - August 9, 2016

MONEY CONCEPTS CAPITAL CORP

BD

CRD#: 12963

WESTERVILLE, OH

Past

January 8, 2015 - May 26, 2015

RIDGEWAY CONGER ADVISORY SERVICES

RIA

CRD#: 139372

WESTERVILLE, OH

Past

October 12, 2010 - December 31, 2014

RIDGEWAY CONGER ADVISORY SERVICES

RIA

CRD#: 139372

WESTERVILLE, OH

Past

October 7, 2010 - May 26, 2015

RIDGEWAY & CONGER, INC.

BD

CRD#: 113055

REYNOLDSBURG, OH

Past

July 12, 2010 - October 15, 2010

DAVIS-ROSS INVESTMENT ADVISERS, LLC

RIA

CRD#: 117751

COLUMBUS, OH

Past

February 9, 2009 - December 31, 2009

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

WESTERVILLE, OH

Past

February 9, 2009 - April 26, 2010

NEXT FINANCIAL GROUP, INC.

BD

CRD#: 46214

WESTERVILLE, OH

Past

July 24, 2008 - February 9, 2009

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

WORTHINGTON, OH

Past

March 23, 2007 - February 9, 2009

FSC SECURITIES CORPORATION

BD

CRD#: 7461

WORTHINGTON, 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".

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(12/19/2022)

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

RR

IAR

Series 66

Date: 12/11/2017

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 1/4/2017

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 3/22/2007

General Securities Representative Examination

Current Firm

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Mailing Address

Phone number

(800) 380-5040

Established

Firm type

Fiscal year end

# of Employees

78

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,237
AUM (Assets Under Management)	$ 1,682,147,707

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.

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Advisor Monitoring

Firm Stability Insights

Dawn R. Carey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dawn Renee Carey's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISCAL WISDOM WEALTH MANAGEMENT LLC

TRAC ASSET MANAGEMENT LLC

REVERE SECURITIES LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

RIDGEWAY CONGER ADVISORY SERVICES

RIDGEWAY CONGER ADVISORY SERVICES

RIDGEWAY & CONGER, INC.

DAVIS-ROSS INVESTMENT ADVISERS, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2017

SIE

Date: 1/4/2017

Series 7

Date: 3/22/2007

Current Firm

IMPACT PARTNERSHIP WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

TRUST BUT VERIFY

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