Managing Member/chief Compliance Officer · Premier Estate Planners, LLC
Donald P. Carnaghi
CRD 1352988 · Named on Form ADV at one SEC-registered adviser
At a glance
Premier Estate Planners, LLC, an SEC-registered wealth manager based in Clinton Township, MI with $227 million in regulatory assets, lists Donald P. Carnaghi on its Form ADV as Managing Member/chief Compliance Officer, a control person.
Firms and roles
- Premier Estate Planners, LLCManaging Member/chief Compliance OfficerWealth manager · Clinton Township, MI · $227M in regulatory assets
AtlasMembers
Donald’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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Colleagues named on the same filings
- Thomas R. MazzaManaging Member, Premier Estate Planners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.