Angela W. Carlson

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CRD#: 6894119

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Angela Webster Carlson, AIF®, CFP®, ChFC®, who also goes by Angela Webster Carlson, Angela Sylvia Webster, was a registered financial professional .

Angela is a previously registered financial professional and started their career in finance in 2018. Angela had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Angela Webster Carlson | Angela Sylvia Webster

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.

1) Insurance Sales; 9122 Town Center Parkway, Suite 103, Bradenton, FL, 34202; Non-investment related; Approximately 10% of time during the month 2) Trust Officer; Community Bank Trust Services; 4996 Main Street, Manchester Center, VT 05255; Since 01/01/2022; Investment related; Compensated; Approximately 64 hours spent per month 3) Co-Trustee; The Webster Family Trust; 78 Sycamoore Lane, Arlington, VT 05250; Since 01/2022; Investment related; Approximately 3 hours spent per month 4) Board Member; Humane Society of Lakewood Ranch; 26920 Gopher Hill Road, Myakka City, FL 34251; Since 01/2022; Non-investment related; Approximately 5 hours spent per month 5) Board Member; Siesta Key Chamber of Commerce; 5114 Ocean Blvd., Siesta Key, FL 34242; Since 04/2022; Non-investment related; Approximately 3 hours spent per month 6) 10/28/2022 - OneGroup Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR -Start Date - 10/12/2022 - 130 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through OneGroup Wealth Partners, Inc. , an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2015

ChFC^®

Chartered Financial Consultant

Experience

Past

October 10, 2022 - April 24, 2023

NOTTINGHAM WEALTH PARTNERS, INC.

RIA

CRD#: 306971

Bradenton, FL

Past

September 4, 2018 - December 21, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

BRADENTON, FL

Past

June 7, 2018 - April 28, 2023

LPL FINANCIAL LLC

CRD#: 6413

BRADENTON, FL

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".

NOTTINGHAM WEALTH PARTNERS, INC.

CRD#: 306971 / SEC#: 801-120561

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Florida

Registered Investment Advisory firm - (3/31/2021 Terminated)

New York

Registered Investment Advisory firm - (3/31/2021 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 8/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2018

General Securities Representative Examination

Current Firm

NOTTINGHAM WEALTH PARTNERS, INC.

CRD#: 306971 / SEC#: 801-120561

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Florida

Registered Investment Advisory firm - (3/31/2021 Terminated)

New York

Registered Investment Advisory firm - (3/31/2021 Terminated)

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Contact information

Main Address

5790 Widewaters Parkway, Syracuse, NY 13214

Mailing Address

Phone number

(561) 472-2312

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OGWP WRAP BROCHURE (3/25/2025)

ONEGROUP WEALTH PARTNERS INC - ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 65,615,691

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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Angela W. Carlson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NOTTINGHAM WEALTH PARTNERS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

NOTTINGHAM WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2018

Current Firm

NOTTINGHAM WEALTH PARTNERS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOTTINGHAM WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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