Carrie E. Beren
Professional summary
Carrie Eloise Durbin Beren, CFP®, who also goes by Carrie Eloise Durbin, is a registered financial advisor currently at WBH ADVISORY, INC. located in Baltimore, Maryland.
Carrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Carrie has worked at 5 firms and has passed the Series 63, Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carrie Eloise Durbin Beren's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 3, 2021 - Present
WBH ADVISORY, INC.
Office #1: 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208April 19, 2021 - September 9, 2021
CW ADVISORS, LLC
April 1, 2014 - May 17, 2021
PINNACLE ADVISORY GROUP, INC.
August 31, 2012 - March 6, 2014
BB&T INVESTMENT SERVICES, INC.
July 13, 2012 - March 6, 2014
BB&T INVESTMENT SERVICES, INC.
July 21, 2008 - June 29, 2012
DURBIN FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
WBH ADVISORY, INC.
CRD#: 105289 / SEC#: 801-27973
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2021)
(10/26/2023)
Exams
Current Firm
WBH ADVISORY, INC.
CRD#: 105289 / SEC#: 801-27973
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,149 |
| AUM (Assets Under Management) | $ 1,488,849,669 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/10/2025 | ||
| 09/26/2024 | ||
| 10/26/2023 | ||
| 12/28/2022 |
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.
