Daniel Carroll
Daniel Carroll is a registered investment advisor at Stride Investments, LLC, based in Chicago, IL, with 7 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 579 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. STRIDE Investments may also utilize the services of sub-advisors.
Fee Estimator
Location
1925 N Clybourn Ave, Suite 301, Chicago, IL, 60614
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an insurance agent providing insurance sales and services through STRIDE Investments, LLC since February 2023. This activity takes about 10% of his time.
Employment History
Current Registrations
Stride Investments, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.