Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Reno
7yrs
Daniel Carter has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Reno, Nevada. Daniel joined Sierra Management Group in 2020, a firm offering financial planning and investment management. Sierra Management Group reports being paid through a percentage of assets and hourly fees.
One of 644 advisors with offices in Reno, and one of 606 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office5255 Longley Lane Suite 101, Reno, NV 89511
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$758,913
Advisors at the firm2
States licensed ?2 states
Services through Sierra Management Group
Financial planningInvestment management for individuals and small businesses
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2020 – nowSierra Management GroupCurrent firm
Contact Daniel
Local office(775) 284-2554Ask for Daniel. (775) 284-2552Main office 5255 Longley Lane Suite 101Reno, NV 89511Office · Get directions LinkedIn pageSierra Management Group
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Daniel
How do I contact Daniel?
Call Daniel’s local office at (775) 284-2554 or the Sierra Management Group main office at (775) 284-2552, and ask for Daniel Carter.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Sierra Management Group reports being paid by a percentage of the assets they manage, hourly fees. Ask Daniel 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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