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Madison E Clement

Carrera Capital Advisors

Troy, MI

CRD 7477198

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Employer firm

Carrera Capital Advisors CRD 330834

$969M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Carrera Capital Advisors

901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-27
  • MI RA
    APPROVED
    Since 2025-01-27

Branch Locations

901 Wilshire Drive Suite 565, Troy, MI 48084-5611 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 02/2022 → 11/2024
    Morgan Stanley Smith Barney Llc
    Birmingham, MI
  • 08/2020 → 02/2022
    Pnc
    Troy, MI
  • 06/2019 → 08/2019
    Michigan Health Endowment Fund
    Brighton, MI
  • 06/2018 → 08/2018
    Deroy & Devereux
    Southfield, MI
  • 01/2012 → 07/2020
    Unemployed/Student
    Bloomfield Hills, MI
  • 01/2025 → Present
    Troy, MI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2022-08-08

View on SEC IAPD

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