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Madison E. Clement

CARRERA CAPITAL ADVISORS
Troy, MI 48084-5611
Some features on this profile are disabled
CRD#: 7477198
MC

Professional summary

Madison E Clement is a registered financial advisor currently at CARRERA CAPITAL ADVISORS located in Troy, Michigan.

Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Madison has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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.
Real Estate License at holding company Michigan License Holding Residential Real Estate - not investment/securities related S Bay View Trl Suttons Bay MI 49682 Real Estate No title/position Technically, I do not have a title as an agent because the license is on hold so I am not legally allowed to participate in real estate transactions. I have been licensed since 2017 but entered my agreement with my most recent holding company in February of 2024. 0 hours 0 hours My real estate license is on hold which means I am not able to participate in real estate transactions. I am not compensated in any way including referrals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Madison E Clement'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

January 27, 2025 - Present

CARRERA CAPITAL ADVISORS

Office #1: 901 Wilshire Drive Suite 565, Troy, MI 48084-5611
RIA
CRD#: 330834
Troy, MI
Past

August 8, 2022 - December 11, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Birmingham, MI
Past

March 28, 2022 - December 11, 2024

MORGAN STANLEY

BD
CRD#: 149777
Birmingham, 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".
CC
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
(1/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/29/2022
Securities Industry Essentials Examination

Current Firm

CC
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
13

SEC notice filing (14 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

CARRERA CAPITAL ADVISORS (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,461
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.

Company Information

CARRERA CAPITAL ADVISORS

CRD#: 330834Troy, MI 48084-5611

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