Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Carson Whiteman
Financial advisor at Merrill
Carson Whiteman is a fiduciary financial advisor in New York, New York, with 5 years in the industry. Carson joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office225 Liberty St, New York, NY 10281
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- 2024 – nowMerrillCurrent firm
Questions to ask Carson
Tailored to Carson’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Merrill at (800) 637-7455 and ask for Carson Whiteman. Carson works from the New York, NY office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Carson hold?
Series 63, 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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