Daniel William Carroll
Investment adviser representative at Alliance Private Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$466.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Alliance Private Wealth, LLCApr 2025 to now
- Commonwealth Financial NetworkDec 2017 to Apr 2025
- Century ManagementAug 2016 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alliance Private Wealth, LLC
$466.2MAssets managed
167Clients
6Advisers
1 yearIn 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
- 4562905
- Firm CRD
- 316612