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CO

Carly A. O'brien

WEALTH SCIENCE ADVISORS
ALPHARETTA, GA 30009
Some features on this profile are disabled
CRD#: 7746749
CO
Carly Ada O'brienWEALTH SCIENCE ADVISORS

Professional summary

Carly Ada O'brien, who also goes by Carly Ada Obrien, is a registered financial advisor currently at WEALTH SCIENCE ADVISORS LLC located in Alpharetta, Georgia.

Carly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Carly has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Carly Ada Obrien

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 Carly Ada O'brien'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 18, 2026 - Present

WEALTH SCIENCE ADVISORS LLC

Office #1: 55 Roswell Street Suite 210, Alpharetta, GA 30009
RIA
CRD#: 321031
ALPHARETTA, GA
Past

June 26, 2025 - March 10, 2026

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

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".
WS
WEALTH SCIENCE ADVISORS LLC
WEALTH SCIENCE ADVISORS LLC

CRD#: 321031 / SEC#: 801-124998

RIA
Registered Investment Advisory firm - (5/12/2022 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
(7/6/2026)
IAR
Texas
(6/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/11/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/26/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2025
Securities Industry Essentials Examination

Current Firm

WS
WEALTH SCIENCE ADVISORS LLC
WEALTH SCIENCE ADVISORS LLC

CRD#: 321031 / SEC#: 801-124998

RIA
Registered Investment Advisory firm - (5/12/2022 Approved)
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Contact information

Main Address
55 Roswell Street Suite 210, Alpharetta, GA 30009
Mailing Address
Phone number
(678) 480-2681
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTH SCIENCE ADVISORS - FORM ADV PART 2A (4/28/2025)

Regulatory assets under management

Total Number of Accounts973
AUM (Assets Under Management)$ 512,509,148

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

WEALTH SCIENCE ADVISORS LLC

CRD#: 321031Alpharetta, GA 30009

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