Daniel E Carter
Investment adviser representative at Sierra Management Group
12 yearsExperience
2 statesRegistered in
$127.1MFirm assets
Under 1 yearFirm in business
Are you Daniel E Carter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sierra Management GroupOct 2019 to now
- Eide Bailly LLPDec 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Sierra Management Group
Legal name: D&a Advisors, LLC
$127.1MAssets managed
168Clients
2Advisers
Under 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
- 7222426
- Firm CRD
- 307227