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Daniel William Carroll

Alliance Private Wealth, LLC

Bee Cave, TX

North Reading, MA

CRD 4562905

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Employer firm

Alliance Private Wealth, LLC CRD 316612

$466M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • EXIT PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Alliance Private Wealth, Llc

200 Park St, North Reading, MA 01864 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-15
  • TX RA
    APPROVED
    Since 2025-10-15

Branch Locations

Bee Cave, TX • United States

200 Park St, North Reading, MA 01864 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Century Management Austin TX 08/2016 12/2017
Commonwealth Financial Network North Reading MA 12/2017 04/2025
Alliance Private Wealth, Llc Bee Cave TX 04/2025 Present
  • 08/2016 → 12/2017
    Century Management
    Austin, TX
  • 12/2017 → 04/2025
    Commonwealth Financial Network
    North Reading, MA
  • 04/2025 → Present
    Alliance Private Wealth, Llc
    Bee Cave, TX
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Dan Carroll

View on SEC IAPD

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