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Daniel Richmond

Carrera Capital Advisors

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About Daniel Richmond

Daniel Richmond is a financial advisor with over 2 years of experience in the financial services industry. He is currently employed at Carrera Capital Advisors, where he is registered with the state of Michigan. Daniel has a Series 63 and Series 65 licenses as well as Series 6TO and SIE product licenses. He previously worked at MML Investors Services, LLC and Northwestern Mutual Investment Services, LLC. Daniel specializes in providing financial planning services, portfolio management, and investment management to individuals and businesses.

Firm Information

Daniel Richmond is currently registered with Carrera Capital Advisors. Carrera Capital Advisors is an investment advisory firm located in Troy, MI. With a team of seven licensed agents and one investment adviser representative, they manage over $617 million in assets for 1,360 accounts. Carrera Capital Advisors provides financial planning, portfolio management for individuals and businesses, and other investment services. They cater to a wide range of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, pension plans, investment companies, and charitable organizations.
Carrera Capital Advisors

901 WILSHIRE DRIVE

TROY, MI 48084-5611

$617.32M

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Richmond’s Registration & Firm History

MI

01/13/2025 - Present

Carrera Capital Advisors (TROY MI)

MI

03/14/2022 - 06/06/2023

MML INVESTORS SERVICES, LLC (Southfield MI)

MI

09/25/2021 - 03/04/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

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Licenses & Designations

IA

Issued 05/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Richmond.
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