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Daniel I Carroll

Stride Investments, LLC

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About Daniel I Carroll

Daniel Carroll is an investment advisor representative with Stride Investments, LLC based in Chicago, IL. Daniel has been in the financial services industry for over 10 years and has been registered with the state of Illinois since March 2023. Daniel has a Series 7, Series 66, and SIE license. Previously, Daniel was a financial advisor with Edward Jones. Daniel specializes in providing investment advisory services to individuals and corporations. Stride Investments, LLC is a Registered Investment Advisor firm with $173,831,969 in regulatory assets under management. Daniel is also an insurance agent and insurance sales and services for Stride Investments, LLC.

Firm Information

Daniel Carroll is currently registered with Stride Investments, LLC. Stride Investments, LLC is a Chicago, IL-based investment advisor with 3 licensed agents. The firm manages approximately $173,831,969 in regulatory assets under management for 1,458 clients. Stride Investments provides portfolio management for individuals and pensions, as well as sub-advisory services. The firm manages assets for high-net-worth individuals, corporations, and individuals other than high-net-worth.
Stride Investments, LLC

1925 N CLYBOURN AVE

CHICAGO, IL 60614

$173.83M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisors

Sub-advisors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Carroll’s Registration & Firm History

IL

03/21/2023 - Present

Stride Investments, LLC (CHICAGO IL)

IL

09/27/2018 - 01/20/2023

EDWARD JONES (PARK RIDGE IL)

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Licenses & Designations

BOTH

Issued 10/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel I Carroll.
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