Daniel A. Carman

PARK STATE ASSET MANAGEMENT LLC

BEVERLY, MA 01915

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CRD#: 7971580

Professional summary

Daniel Alden Carman is a registered financial advisor currently at PARK STATE ASSET MANAGEMENT LLC located in Beverly, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 2 firms .

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.

Alapocas Investment Partners, Inc., Investment Related. Beverly, MA, Investment Advisor, Portfolio Manager. 80 hours per month, during securities trading hours. Rental property, not investment related, Revere, MA. IAR owns 1 property jointly with family. No operational role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Alden Carman'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

August 6, 2025 - Present

PARK STATE ASSET MANAGEMENT LLC

Office #1: 50 Dunham Ridge, Suite 3100, Beverly, MA 01915

RIA

CRD#: 336573

BEVERLY, MA

Past

August 15, 2024 - October 28, 2025

ALAPOCAS INVESTMENT PARTNERS, INC.

RIA

CRD#: 300841

Beverly, 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".

PARK STATE ASSET MANAGEMENT LLC

CRD#: 336573 / SEC#: 801-132913

RIA

Registered Investment Advisory firm - (6/3/2025 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
(8/6/2025)

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

Current Firm

PARK STATE ASSET MANAGEMENT LLC

CRD#: 336573 / SEC#: 801-132913

RIA

Registered Investment Advisory firm - (6/3/2025 Approved)

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Contact information

Main Address

50 Dunham Ridge, Suite 3100, Beverly, MA 01915

Mailing Address

Phone number

(978) 529-2395

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PSAM ADV PART 2A 080825 (10/30/2025)

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 200,260,549

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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Daniel A. Carman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Alden Carman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK STATE ASSET MANAGEMENT LLC

ALAPOCAS INVESTMENT PARTNERS, INC.

Primary Firm SEC Registration

PARK STATE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

PARK STATE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK STATE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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