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Richard Carlson
Analyst-Equity at
Wells Fargo Securities LLC
Profile
Richard C.
Carlson is currently an Associate Equity Analyst at Wells Fargo Securities LLC since 2024.
Formerly, Mr. Carlson worked as a Research Analyst at Credit Suisse Securities (Europe) Ltd. from 2021 to 2023, an Analyst at BMO Capital Markets Corp.
(Broker) from 2012 to 2019, an Analyst at FBR Capital Markets & Co. (Old) in 2012, an Analyst at The Buckingham Research Group, Inc. from 2011 to 2012, a Senior Specialist at Merrill Lynch & Co., Inc. in 2009, and a Financial Advisor at Morgan Stanley in 2006.
Education includes an undergraduate degree from the University of Pittsburgh in 2002 and an MBA from the University of Georgia in 2008.
Richard Carlson active positions
| Companies | Position | Start |
|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/08/2024 |
Former positions of Richard Carlson
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (Europe) Ltd.
 Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2022 |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/05/2019 |
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 29/06/2012 |
The Buckingham Research Group, Inc.
 The Buckingham Research Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 30/12/2009 |
Training of Richard Carlson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
9
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Buckingham Research Group, Inc.
The Buckingham Research Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
FBR Capital Markets & Co. (Old)
FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credit Suisse Securities (Europe) Ltd.
Credit Suisse Securities (Europe) Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Georgia
 University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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