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Daniel P. Carr

ANCHOR CAPITAL ADVISORS LLC
BOSTON, MA 02110-4104
Some features on this profile are disabled
CRD#: 5279931
DC

Professional summary

Daniel Paul Carr is a registered financial advisor currently at ANCHOR CAPITAL ADVISORS LLC located in Boston, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Carr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 16, 2021 - Present

ANCHOR CAPITAL ADVISORS LLC

Office #1: Two International Place Suite 2110, Boston, MA 02110-4104
RIA
CRD#: 105540
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ANCHOR CAPITAL ADVISORS LLC
ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA
Registered Investment Advisory firm - (5/12/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(9/16/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/26/2021
Uniform Investment Adviser Law Examination

Current Firm

AC
ANCHOR CAPITAL ADVISORS LLC
ANCHOR CAPITAL ADVISORS INC | ANCHOR/RUSSELL WEALTH ADVISORS | ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540 / SEC#: 801-18930

RIA
Registered Investment Advisory firm - (5/12/1983 Approved)
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Contact information

Main Address
Two International Place Suite 2110, Boston, MA 02110-4104
Mailing Address
Phone number
(617) 338-3800
Established
Firm type
Fiscal year end
# of Employees
45

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANCHOR CAPITAL ADVISORS LLC (3/19/2025)
ANCHOR CAPITAL ADVISORS LLC FORM CRS DISCLOSURE BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts3,840
AUM (Assets Under Management)$ 2,434,135,739

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/10/2025
Cover Page
Report
07/08/2024
Cover Page
Report
07/24/2023
Cover Page
Report
11/03/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ANCHOR CAPITAL ADVISORS LLC

CRD#: 105540Boston, MA 02110-4104

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