Daniel J. Carignan

GOLDEN YEARS FINANCIAL

Las Vegas, NV 89128

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CRD#: 7382746

Professional summary

Daniel James Carignan Jr., who also goes by Daniel J Carignan Jr., Daniel James Carignan, Daniel Carignan, is a registered financial advisor currently at GOLDEN YEARS FINANCIAL, LLC located in Las Vegas, Nevada.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Daniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel J Carignan Jr. | Daniel James Carignan | Daniel Carignan

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 James Carignan Jr.'s 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

August 18, 2025 - Present

GOLDEN YEARS FINANCIAL, LLC

Office #1: 7201 W Lake Mead Blvd Suite 120, Las Vegas, NV 89128

RIA

CRD#: 286458

Las Vegas, NV

Past

June 18, 2024 - May 2, 2025

CRESTWOOD ADVISORS

RIA

CRD#: 286243

BOSTON, MA

Past

September 16, 2022 - June 7, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lynnfield, MA

Past

August 19, 2022 - June 7, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lynnfield, MA

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

Nevada
(8/18/2025)

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

IAR

Series 66

Date: 9/16/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/19/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/9/2021

Securities Industry Essentials Examination

Current Firm

GOLDEN YEARS FINANCIAL, LLC

CRD#: 286458 / SEC#:

Nevada

Registered Investment Advisory firm - (5/5/2017 Approved)

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Contact information

Main Address

7201 W Lake Mead Blvd Suite 120, Las Vegas, NV 89128

Mailing Address

Phone number

(702) 258-4455

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	401
AUM (Assets Under Management)	$ 27,520,875

Red Flags

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

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Daniel J. Carignan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Carignan Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN YEARS FINANCIAL, LLC

CRESTWOOD ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2022

Series 7TO

Date: 8/19/2022

SIE

Date: 7/9/2021

Current Firm

GOLDEN YEARS FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOLDEN YEARS FINANCIAL, LLC

TRUST BUT VERIFY

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