AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BC

Brian A. Carter

PIERSON WEALTH MANAGEMENT
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 6337382
BC
Brian Alexander CarterPIERSON WEALTH MANAGEMENT

Professional summary

Brian Alexander Carter, who also goes by Brian Carter, is a registered financial advisor currently at PIERSON WEALTH MANAGEMENT located in Atlanta, Georgia.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brian has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Brian Carter

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 Brian Alexander Carter'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

June 9, 2026 - Present

PIERSON WEALTH MANAGEMENT

Office #1: 1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327
RIA
CRD#: 293206
ATLANTA, GA
Past

March 29, 2018 - January 2, 2020

PIERSON WEALTH MANAGEMENT

RIA
CRD#: 293206
ATLANTA, GA
Past

October 1, 2014 - March 27, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ATLANTA, GA
Past

July 17, 2014 - March 27, 2018

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ATLANTA, GA

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".
PW
PIERSON WEALTH MANAGEMENT
PIERSON WEALTH | RFP FINANCIAL GROUP, LLC | RFP ASSET MANAGEMENT | PIERSON WEALTH MANAGEMENT

CRD#: 293206 / SEC#: 801-112676

RIA
Registered Investment Advisory firm - (3/22/2018 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
Georgia
(6/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/20/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/26/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/6/2014
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2014
General Securities Representative Examination

Current Firm

PW
PIERSON WEALTH MANAGEMENT
PIERSON WEALTH | RFP FINANCIAL GROUP, LLC | RFP ASSET MANAGEMENT | PIERSON WEALTH MANAGEMENT

CRD#: 293206 / SEC#: 801-112676

RIA
Registered Investment Advisory firm - (3/22/2018 Approved)
Loading...

Contact information

Main Address
1380 W. Paces Ferry Road Nw Suite 2105, Atlanta, GA 30327
Mailing Address
Phone number
(404) 233-7272
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (4/16/2025)
FORM ADV PART 2A (4/16/2025)

Regulatory assets under management

Total Number of Accounts1,500
AUM (Assets Under Management)$ 361,879,757

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

PIERSON WEALTH MANAGEMENT

CRD#: 293206Atlanta, GA 30327

TRUST BUT VERIFY

Monitor Brian Carter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
George Christian Mauser
George MauserAdvisorCheck Check Mark
ATLAS INVESTMENT ADVISORS
IAR
ALPHARETTA, GA
Dena Michelle Wilhoit
Dena WilhoitAdvisorCheck Check Mark
STATE FARM INVESTMENT MANAGEMENT CORP.
IAR
RR
GRAYSON, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.