Carl Szasz has been President and Chief Compliance Officer of Verde Capital Management since June 2008, is a control person of the firm and directly owns 75% or more of it. Carl Szasz studied at Michigan State University.
Verde Capital Management, Inc. is a Clarkston, MI firm with $846M under management, 824 clients and 12 advisers in one office, as of its August 2026 filing.
Carl Szasz is Founder | Chief Visionary Officer of Verde Capital Management. Szasz began his professional career at American Express Financial Advisors (now Ameriprise) in Troy, Michigan, where he later took on added responsibility for franchising. He then left Ameriprise and started Verde Capital Management, and has since focused on managing and growing clients' money.
Carl Szasz’s longest registration is the current one, 16 years at Verde Capital Management since 2010. Before joining Verde Capital Management in 2010, Carl Szasz was registered through Ameriprise Financial Services, Inc.
- – present · 16 yearsClarkston, MI · Adviser representative · Firm CRD 147179
- Ameriprise Financial Services, Inc.– · 1 yearTroy, MI · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Carl Szasz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2010; the most recent is Texas, in May 2015.
- MichiganSince 8 October 2010
- TexasResidentSince 11 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 October 2003 |
| Series 7 | General Securities Representative Examination | 7 October 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4698089
- Firm
- Verde Capital Management · CRD 147179
- Role
- President and Chief Compliance Officer
- Office
- 8031 Ortonville Road, Suite 210, Clarkston, MI 48348
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- verdecm.com
Where does Carl Szasz work?
Carl Szasz has been President and Chief Compliance Officer of Verde Capital Management, Inc. since June 2008, and is a control person of the firm.
Is Carl Szasz a financial advisor?
Yes. Carl Szasz has a current investment-adviser registration in Michigan and Texas, through Verde Capital Management since October 2010.
How many years of experience does Carl Szasz have?
Carl Szasz has 17 years in the financial industry, since September 2009, across 2 adviser firms.
What exams has Carl Szasz passed?
Carl Szasz has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2003.
Where did Carl Szasz work before Verde Capital Management?
Before Verde Capital Management, Carl Szasz was registered through Ameriprise Financial Services, Inc., May 2007 to May 2008.
Where is Carl Szasz based?
Carl Szasz’s registered office is in Clarkston, MI.
Is Carl Szasz registered with FINRA?
No. Carl Szasz has no current broker registration.
How can I verify Carl Szasz’s record?
Search CRD 4698089 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carl Szasz’s full registration record.