Bryan D. Franco

CARRERA CAPITAL ADVISORS

Troy, MI 48084-5611

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CRD#: 5762618

Professional summary

Bryan David Franco is a registered financial advisor currently at CARRERA CAPITAL ADVISORS located in Troy, Michigan.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryan has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

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 Bryan David Franco'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

May 20, 2024 - Present

CARRERA CAPITAL ADVISORS

Office #1: 901 Wilshire Drive Suite 565, Troy, MI 48084-5611

RIA

CRD#: 330834

Troy, MI

Past

December 5, 2019 - May 2, 2023

CIRRUS CAPITAL LLC

RIA

CRD#: 288297

BIRMINGHAM, MI

Past

January 30, 2018 - December 31, 2019

NORTHPOINTE CAPITAL LLC

RIA

CRD#: 109383

BLOOMFIELD HILLS, MI

Past

October 22, 2015 - January 17, 2018

CIG ASSET MANAGEMENT, INC.

RIA

CRD#: 123609

SOUTHFIELD, MI

Past

October 14, 2015 - January 17, 2018

CIG SECURITIES

CRD#: 129864

SOUTHFIELD, MI

Past

August 5, 2011 - February 18, 2014

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

April 13, 2011 - February 18, 2014

OPPENHEIMER ASSET MANAGEMENT

RIA

CRD#: 105559

NEW YORK, NY

Past

April 13, 2011 - February 18, 2014

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

NEW YORK, NY

Past

April 6, 2010 - March 4, 2013

NORTHPOINTE CAPITAL LLC

RIA

CRD#: 109383

TROY, MI

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".

CARRERA CAPITAL ADVISORS

CARRERA CAPITAL ADVISORS | MKJ COMPANY, LLC | CARRERA CAPITAL ADVISORS, LLC

CRD#: 330834 / SEC#: 801-130197

RIA

Registered Investment Advisory firm - (5/13/2024 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

Michigan
(5/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/25/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/30/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2011

General Securities Representative Examination

Current Firm

CARRERA CAPITAL ADVISORS

CARRERA CAPITAL ADVISORS | MKJ COMPANY, LLC | CARRERA CAPITAL ADVISORS, LLC

CRD#: 330834 / SEC#: 801-130197

RIA

Registered Investment Advisory firm - (5/13/2024 Approved)

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Contact information

Main Address

901 Wilshire Drive Suite 565, Troy, MI 48084-5611

Mailing Address

Phone number

(248) 362-5009

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CARRERA CAPITAL ADVISORS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,461
AUM (Assets Under Management)	$ 647,652,930

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.

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Advisor Monitoring

Firm Stability Insights

Bryan D. Franco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Franco's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIRRUS CAPITAL LLC

NORTHPOINTE CAPITAL LLC

CIG ASSET MANAGEMENT, INC.

CIG SECURITIES

OPPENHEIMER & CO. INC.

OPPENHEIMER ASSET MANAGEMENT

OPPENHEIMER & CO. INC.

NORTHPOINTE CAPITAL LLC

Primary Firm SEC Registration

CARRERA CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 11/25/2015

SIE

Date: 5/30/2023

Series 7

Date: 8/4/2011

Current Firm

CARRERA CAPITAL ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CARRERA CAPITAL ADVISORS

TRUST BUT VERIFY

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