Daniel Alden Carman
Investment adviser representative at Park State Asset Management LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$192.4MFirm 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 assetsFixed or flat feePerformance-based
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.
- Park State Asset Management LLCMay 2025 to now
- Alapocas Investment PartnersMay 2021 to now
- Bank of AmericaMay 2020 to May 2021
- Boston College Carroll School of ManagementAug 2018 to May 2020
- State Street BankJun 2016 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Park State Asset Management LLC
$192.4MAssets managed
60Clients
4Advisers
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
- 7971580
- Firm CRD
- 336573