Alan Rattee
Carlson Investments · Concord, New Hampshire
Alan Rattee is a fee-only financial advisor at Carlson Investments in Concord, New Hampshire. Carlson Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Carlson Investments |
|---|---|
| Based in | Concord, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $735.5M across 893 accounts |
| SEC registration | Investment adviser representative in MA, MO, NH, VA · CRD 7402533 |
| Exams passed | Series 63 (2021) · Series 65 (2024) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.carlsoninvest.com |
How Alan's firm compares
- Carlson Investments's average account is about $824,000, from its Form ADV (assets managed divided by 893 accounts).
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Questions about Alan
Is Alan Rattee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Carlson Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Carlson Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Alan Rattee based?
Alan Rattee is based in Concord, New Hampshire.
Is Alan Rattee registered with the SEC?
Yes. Alan Rattee is registered as an investment adviser representative in MA, MO, NH and VA (CRD 7402533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Carlson Investments manage?
Carlson Investments reports $735.5M across 893 accounts in assets under management.
How do I contact Alan Rattee?
Through Alan's website, www.carlsoninvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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