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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- PathwayFoundation signal +more
- Established Date
- 03-16-2023
- Office Locations
- 1
Office Locations
About 2ND Story Wealth Planners
2nd Story Wealth Planners provides comprehensive financial planning and wealth management, with a focus on independent women and clients building and preserving generational wealth, including those navigating unique challenges in the Black community. The firm builds personalized portfolios and retirement strategies and adapts plans as goals change, with guidance across taxes, insurance, and legacy planning. Affiliated with XY Planning Network/NAPFA and custodies at Altruist.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICOLE CAMILLE CARSON
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #4271088
- Ownership
- 75% or more
TARIF JAMAL CARSON
Manager
- CRD
- #5083445
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,489,419 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,489,419 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,489,419
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,998,347,537 | 48.1% |
| Cash | $2,156,221,146 | 51.9% |
| Total | $4,154,568,683 | 100.0% |