Maxwell E Carlson
Vice President & Sr. Portfolio ManagerA Smarter Way to Invest, Inc.CRD 7317393
About Maxwell E Carlson
Maxwell E Carlson is listed as Vice President & Sr. Portfolio Manager at A Smarter Way to Invest, Inc. in Brighton, MI. Form ADV reports a beneficial ownership band of Under 5%. Maxwell E Carlson is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of A Smarter Way to Invest, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Maxwell E Carlson work?
Maxwell E Carlson is listed as Vice President & Sr. Portfolio Manager at A Smarter Way to Invest, Inc. on SEC Form ADV.
How much of A Smarter Way to Invest, Inc. does Maxwell E Carlson own?
Form ADV reports a beneficial ownership band of Under 5%.
A Smarter Way to Invest, Inc.
| Title | Vice President & Sr. Portfolio Manager |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Caitlin John, LLC
| Title | Vice President |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |