Supreme Alliance
47yrs
Top advisor by experience in Charlotte
26yrs
Based in Charlotte, North Carolina, Carson McDaniel is a fiduciary financial advisor with 26 years of industry experience. Carson has been with Merrill since 2005; before that, Carson spent three years at Morgan Stanley DW. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 18% by experience in Charlotte
Office620 S Tryon St, Charlotte, NC 28255
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – nowMerrillCurrent firm
- 2001 – 2005Morgan Stanley DW Inc.Previously
Contact Carson
620 S Tryon StCharlotte, NC 28255Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Carson
Tailored to Carson’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carson
How do I contact Carson?
Call Merrill at (800) 637-7455 and ask for Carson McDaniel. Carson works from the Charlotte, NC office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2000, about 26 years. Top 18% by experience in Charlotte.
What licenses does Carson hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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