Daniel Francis Mosseri
Investment adviser representative at Carson Advisory Group
14 yearsExperience
2 statesRegistered in
$864.9MFirm assets
20 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 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
14 years in the industry.
- Carson Advisory GroupNov 2020 to now
- Carson Advisory Inc. dba Carson Advisory GroupOct 2020 to now
- Raymond James Financial Services Inc.Oct 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2020
- Wells Fargo Advisors, LLCOct 2012 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Carson Advisory Group
Legal name: Carson Advisory, Inc.
$864.9MAssets managed
957Clients
7Advisers
20 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
- 5997001
- Firm CRD
- 117410