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NC

Nicholas D. Carman

CLEAR HARBOR WEALTH MANAGEMENT
DESTIN, FL 32541
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CRD#: 8302484
NC
Nicholas David CarmanCLEAR HARBOR WEALTH MANAGEMENT

Professional summary


Nicholas David Carman, who also goes by Nick Carman, is a registered financial advisor currently at CLEAR HARBOR WEALTH MANAGEMENT located in Destin, Florida.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nicholas has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Nick Carman

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 Nicholas David Carman'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®
None

Experience


Current

June 25, 2026 - Present

CLEAR HARBOR WEALTH MANAGEMENT

Office #1: 543 Harbor Blvd Ste 501, Destin, FL 32541
RIA
CRD#: 311114
DESTIN, 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
Texas
(6/25/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/20/2026
Uniform Investment Adviser Law Examination

Current Firm


CH
CLEAR HARBOR WEALTH MANAGEMENT
CLEAR HARBOR WEALTH MANAGEMENT | CURIO CAPITAL MANAGEMENT | CLEAR HARBOR WEALTH MANAGEMENT LLC

CRD#: 311114 / SEC#:

Florida
Registered Investment Advisory firm - (2/24/2021 Approved)
Texas
Registered Investment Advisory firm - (9/19/2022 Conditional Restricted)
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Contact information


Main Address
543 Harbor Blvd Ste 501, Destin, FL 32541
Mailing Address
Phone number
(850) 687-3384
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts238
AUM (Assets Under Management)$ 69,668,500

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLEAR HARBOR WEALTH MANAGEMENT

CRD#: 311114Destin, FL 32541

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