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Madison E Clement

CARRERA CAPITAL ADVISORS
TROY, MI
·CRD# 7477198·4 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

CARRERA CAPITAL ADVISORS·CRD# 330834
RIA
901 Wilshire Drive Suite 565, Troy, MI 48084-5611
January 27, 2025 - Present
MORGAN STANLEY·CRD# 149777
RIA
Birmingham, MI
August 8, 2022 - December 11, 2024
MORGAN STANLEY·CRD# 149777
BD
Birmingham, MI
March 28, 2022 - December 11, 2024

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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 - SEC (5/13/2024 Approved)

Contact Information

Main Address

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

Phone Number

(248) 362-5009

# of Employees

13

SEC notice filing (19 States and Territories)

Registered to provide investment advisory services in 19 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CARRERA CAPITAL ADVISORS (3/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,957

AUM (Assets Under Management)

$968,703,896

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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.

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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 - SEC (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.
IAR
Michigan
(1/27/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Madison E Clement's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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