Donald Carnaghi has been Managing Member/Chief Compliance Officer of Premier Estate Planners since July 2002, is a control person of the firm and directly owns between 50% and 75% of it.
Premier Estate Planners, LLC is a Clinton Township, MI firm with $227M under management, 584 clients and 2 advisers in one office, as of its February 2026 filing.
Donald Carnaghi’s longest registration is the current one, 15 years at Premier Estate Planners since 2010.
- Secure Asset Management, L.L.C.– · 2 yearsClinton Township, MI · Adviser representative · Firm CRD 144046
- Premier Estate Planners, LLCCurrent– present · 15 yearsClinton Township, MI · Adviser representative · Firm CRD 122638
Investment adviser representative registrations
Donald Carnaghi is registered as an investment adviser representative in Michigan, since November 2010.
- MichiganSince 15 November 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 May 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 March 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Donald P Carnaghi
- CRD
- 1352988
- Firm
- Premier Estate Planners · CRD 122638
- Role
- Managing Member/Chief Compliance Officer
- Office
- 16950 19 MILE ROAD, SUITE 4, Clinton Township, MI 48038
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Donald Carnaghi work?
Donald Carnaghi has been Managing Member/Chief Compliance Officer of Premier Estate Planners, LLC since July 2002, and is a control person of the firm.
Is Donald Carnaghi a financial advisor?
Yes. Donald Carnaghi has a current investment-adviser registration in Michigan, through Premier Estate Planners since November 2010.
How many years of experience does Donald Carnaghi have?
Donald Carnaghi has 27 years in the financial industry, since December 1998, across 2 adviser firms.
What exams has Donald Carnaghi passed?
Donald Carnaghi has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in March 1985.
Where is Donald Carnaghi based?
Donald Carnaghi’s registered office is in Clinton Township, MI.
Is Donald Carnaghi registered with FINRA?
No. Donald Carnaghi has no current broker registration.
How can I verify Donald Carnaghi’s record?
Search CRD 1352988 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Carnaghi’s full registration record.