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Carrera Capital Advisors CRD 330834
$969M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-27 |
Branch Locations
901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Birmingham | MI | 02/2022 | 11/2024 |
| Pnc | Troy | MI | 08/2020 | 02/2022 |
| Michigan Health Endowment Fund | Brighton | MI | 06/2019 | 08/2019 |
| Deroy & Devereux | Southfield | MI | 06/2018 | 08/2018 |
| Unemployed/Student | Bloomfield Hills | MI | 01/2012 | 07/2020 |
| Carrera Capital Advisors | Troy | MI | 01/2025 | Present |
Real Estate License at holding company Michigan License Holding Residential Real Estate - not investment/securities related S Bay View Trl Suttons Bay MI 49682 Real Estate No title/position Technically, I do not have a title as an agent because the license is on hold so I am not legally allowed to participate in real estate transactions. I have been licensed since 2017 but entered my agreement with my most recent holding company in February of 2024. 0 hours 0 hours My real estate license is on hold which means I am not able to participate in real estate transactions. I am not compensated in any way including referrals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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