Daniel I Carroll
Investment adviser representative at Stride Investments, LLC
16 yearsExperience
1 stateRegistered in
$200.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Stride Investments, LLCMar 2023 to now
- Stride Financial, LLCFeb 2023 to now
- Edward JonesSep 2018 to Jan 2023
- Integrated Compliance Solutions GroupJun 2017 to Aug 2018
- Institutional Capital LLCJul 2010 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Stride Investments, LLC
$200.9MAssets managed
531Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2370017
- Firm CRD
- 167037