Capitol Securities Management
47yrs
Top advisor by experience in Tampa
3yrs
Carson Wolf
Full name on record: Carson John Wolf
Financial advisor at Walser Wealth Management Company, a Limited Liability
Based in Tampa, Florida, Carson Wolf is a fiduciary financial advisor with 3 years of industry experience. Carson has been with Walser Wealth Management Company, a Limited Liability since 2023. Walser Wealth Management Company, a Limited Liability offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3078 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office111 W. Oak Avenue Suite 450, Tampa, FL 33602
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$501,090
Advisors at the firm14
States licensed ?1 state
Services through Walser Wealth Management Company, a Limited Liability
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – now
Questions to ask Carson
Tailored to Carson’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carson
How do I contact Carson?
Call Walser Wealth Management Company, a Limited Liability at 866-929-3258 and ask for Carson Wolf. Carson works from the Tampa, FL office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Carson hold?
Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Walser Wealth Management Company, a Limited Liability reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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