Carl Szasz
Investment adviser representative at Verde Capital Management, Inc.
18 yearsExperience
2 statesRegistered in
$845.8MFirm assets
18 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Millpond Bed and BreakfastOct 2020 to now
- Sedera AffiliateOct 2020 to now
- Verde Capital Management, Inc.May 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Verde Capital Management, Inc.
$845.8MAssets managed
824Clients
12Advisers
18 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
- 4698089
- Firm CRD
- 147179