Carson B. Fields

FORTHRIGHT WEALTH MANAGEMENT

Alpharetta, GA 30022

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CRD#: 7365017

Professional summary

Carson Banks Fields is a registered financial advisor currently at FORTHRIGHT WEALTH MANAGEMENT, LLC located in Alpharetta, Georgia.

Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Carson has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Chi Phi chapter of the Delta Pi Fraternity; non-investment related; same address; undergraduate fraternity program; President; Since 08/2019; Approximately 10 hours per month; Overseeing the chapter budgeting, putting together alumni events, making sure bills / taxes are paid.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Banks Fields'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

May 4, 2021 - Present

FORTHRIGHT WEALTH MANAGEMENT, LLC

Office #1: 5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

RIA

CRD#: 220515

Alpharetta, 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".

FORTHRIGHT WEALTH MANAGEMENT, LLC

CRD#: 220515 / SEC#: 801-96202

RIA

Registered Investment Advisory firm - (5/6/2015 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
(5/4/2021)

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 65

Date: 4/1/2021

Uniform Investment Adviser Law Examination

Current Firm

FORTHRIGHT WEALTH MANAGEMENT, LLC

CRD#: 220515 / SEC#: 801-96202

RIA

Registered Investment Advisory firm - (5/6/2015 Approved)

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Contact information

Main Address

5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022

Mailing Address

Phone number

(470) 395-4749

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FRWM FORM ADV 2A ("DISCLOSURE BROCHURE") AND FORM ADV2B ("BROCHURE SUPPLEMENTS") (6/27/2025)

Regulatory assets under management

Total Number of Accounts	1,779
AUM (Assets Under Management)	$ 663,769,999

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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Carson B. Fields

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Banks Fields's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTHRIGHT WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

FORTHRIGHT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2021

Current Firm

FORTHRIGHT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTHRIGHT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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