Daniel Carlton

Employer firm

Vaquero Private Wealth, Ltd. CRD 305266

$929M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 11/2019
  Axa Advisors, Llc
  New York, NY
• 08/2015 → 05/2019
  Texas Christian University
  Fort Worth, TX
• 05/2018 → 08/2018
  First Command Financial Services
  Fort Worth, TX
• 05/2017 → 08/2017
  Expeditors International
  Seattle, WA
• 05/2019 → 08/2019
  Unemployed
  Dallas, TX
• 11/2019 → 11/2022
  Goldman Sachs & Company
  Dallas, TX
• 11/2022 → Present
  Vaquero Private Wealth Ltd.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-17

Other Names

• Daniel Carlton
• Daniel Berne Carlton