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DC

Dawn R. Carey

IMPACT PARTNERSHIP WEALTH
THE VILLAGES, FL
Some features on this profile are disabled
CRD#: 5138867
DC

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.
The advisor shows no other business activity.

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
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239

RIA
Registered Investment Advisory firm - (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)

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)

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
ATLAS RETIREMENT | WARNER FINANCIAL | VISION WEALTH | TROYER WEALTH, LLC | THE DIRECT EFFECT | SUMMIT WEALTH STRATEGIES, LLC | SANDS FINANCIAL SERVICES | RIEDMILLER WEALTH MANAGEMENT | REDDING WEALTH LLC | PHOENIX WEALTH MANAGEMENT | PATRIA WEALTH | OWENS FINANCIAL GROUP, LLC | ONE FAMILY FINANCIAL | NEW PERSPECTIVE FINANCIAL SERVICES | IMPACT WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | HODGES INVESTMENT ADVISORY REPRESENTATIVE | HEART FINANCIAL GROUP | DIAMOND HEAD FINANCIAL ADVISORY D/B/A BLUE CHIP FINANCIAL GROUP, INC. | CRANBERRY FINANCIAL | COOK, PIERCE FINANCIAL MANAGEMENT | CANNON FINANCIAL GROUP | CAMERON WEALTH GROUP | BRIDGES WEALTH PRESERVATION, INC. | BERTRAND RETIREMENT SOLUTIONS, LLC | BEE FINANCIAL PARTNERS

CRD#: 313928 / SEC#: 801-121239

RIA
Registered Investment Advisory firm - (5/24/2021 Approved)
Maryland
Registered Investment Advisory firm - (10/18/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts10,237
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.

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928The Villages, FL

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