CR
Carson Rowland
ATLAS FINANCIAL ADVISORS
BOCA RATON, FL 33431
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CRD#: 7730871
CR
Professional summary
Carson Rowland is a registered financial advisor currently at ATLAS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida.
Carson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Carson Rowland's 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®
NoneExperience
Current
June 4, 2025 - Present
ATLAS FINANCIAL ADVISORS, LLC
Office #1: 4800 T-rex Ave Suite 100, Boca Raton, FL 33431RIA
CRD#: 285580
BOCA RATON, FL
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(6/4/2025)
Current Firm
AF
ATLAS FINANCIAL ADVISORS, LLC
ATLAS FINANCIAL ADVISORS, LLC | BROADBILL ADVISORS, LLC
CRD#: 285580 / SEC#:
Connecticut
Registered Investment Advisory firm - (7/15/2022 Approved)Florida
Registered Investment Advisory firm - (2/24/2017 Approved)New Jersey
Registered Investment Advisory firm - (12/14/2021 Terminated)North Carolina
Registered Investment Advisory firm - (5/26/2023 Approved)Texas
Registered Investment Advisory firm - (8/23/2023 Conditional Restricted)PREMIUM
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Contact information
Main Address
4800 T-rex Ave Suite 100, Boca Raton, FL 33431
Mailing Address
Phone number
561-561-717-9039
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 64,044,159 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/30/2023 |
Red Flags
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