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Partner · Castle Rock Advisors LLC

Daniel P. Carbonneau

CRD 7938049 · Named on Form ADV at one SEC-registered adviser

At a glance

Castle Rock Advisors LLC, an SEC-registered wealth manager based in Boston, MA with $3.9 billion in regulatory assets, lists Daniel P. Carbonneau on its Form ADV as Partner, a control person.

Firms and roles

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Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.