RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C••••• E••••• D••••• B••••
- Title
- Senior Wealth Advisorreportedwbhadvisory.comfirm site, Sep 15, 2026
- Designations
- CFPreportedwbhadvisory.comas printed on the bio page, Sep 16, 2026
- Business email
- cberen@wbhadvisory.comreportedwbhadvisory.comfirm site, Sep 15, 2026
- Professional profile
- wbhadvisory.com/team/carrie-berenreportedwbhadvisory.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/carrie-beren-cfp%C2%AE-23694411reportedwbhadvisory.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•• A•••••••• I••• independent RIA currentsince Sep 3, 2021 · Baltimore, Md
- C• A•••••••• L•• independent RIAApr 19, 2021 to Sep 9, 2021 · Columbia, Md
- P••••••• A••••••• G••••• I••• formerApr 1, 2014 to May 17, 2021 · Columbia, Md
- B••• I••••••••• S•••••••• I••• formerJul 13, 2012 to Mar 6, 2014 · Charlotte, Nc
- D••••• F•••••••• A•••••••• I••• formerJul 21, 2008 to Jun 29, 2012 · Columbia, Md
- C• A•••••••• L•• to W•• A•••••••• I•••left Sep 9, 2021, registered Sep 3, 2021 (-6 days) · RIA to RIA
- P••••••• A••••••• G••••• I••• to C• A•••••••• L••left May 17, 2021, registered Apr 19, 2021 (-28 days) · RIA to RIA · moved with a team
- B••• I••••••••• S•••••••• I••• to P••••••• A••••••• G••••• I•••left Mar 6, 2014, registered Apr 1, 2014 (26 days) · Other
- D••••• F•••••••• A•••••••• I••• to B••• I••••••••• S•••••••• I•••left Jun 29, 2012, registered Jul 13, 2012 (14 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address