Daniel Richmond
Investment adviser representative at Carrera Capital Advisors
10 yearsExperience
1 stateRegistered in
$968.7MFirm assets
2 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
Experience
10 years in the industry.
- Carrera Capital AdvisorsJan 2025 to now
- American United LifeJun 2023 to now
- Oneamerica SecuritiesJun 2023 to now
- MML Investors Services, LLCMar 2022 to Jun 2023
- Massmutual Life Insurance CoJan 2022 to Jun 2023
- Northwestern Mutual Life Insurance CompanyJul 2020 to Feb 2022
- Northwestern Mutual Investment Services LLCApr 2020 to Feb 2022
- WoodbridgeJul 2018 to May 2020
- Frito LayApr 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Carrera Capital Advisors
Legal name: Carrera Capital Advisors, LLC
$968.7MAssets managed
998Clients
9Advisers
2 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
- 7249094
- Firm CRD
- 330834