Martin Schmidt has been an investment adviser representative at Carrera Capital Advisors since May 2024, and is not listed among the firm’s executive officers or direct owners.
Carrera Capital Advisors, LLC is a Troy, MI firm with $969M under management, 998 clients and 12 advisers in one office, as of its July 2026 filing.
Martin Schmidt’s longest registration was 14 years at Northwestern Mutual Investment Services,llc (2010–2024). Before joining Carrera Capital Advisors in 2024, Martin Schmidt was registered through Northwestern Mutual Investment Services,llc.
- Carrera Capital AdvisorsCurrent– present · 2 yearsTroy, MI · Adviser representative · Firm CRD 330834
- Northwestern Mutual Investment Services,llc– · 14 yearsTroy, MI · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Martin Schmidt is registered as an investment adviser representative in Michigan, since May 2024.
- MichiganSince 24 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 1999 |
| Series 7 | General Securities Representative Examination | 20 August 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 April 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 April 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Martin Lewis Schmidt
- CRD
- 1364571
- Firm
- Carrera Capital Advisors · CRD 330834
- Office
- 901 WILSHIRE DRIVE, SUITE 565, Troy, MI 48084-5611
- Registration
- Investment adviser registration
- In the industry since
- June 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Schmidt work?
Martin Schmidt is an investment adviser representative registered through Carrera Capital Advisors, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Martin Schmidt a financial advisor?
Yes. Martin Schmidt has a current investment-adviser registration in Michigan, through Carrera Capital Advisors since May 2024.
How many years of experience does Martin Schmidt have?
Martin Schmidt has 41 years in the financial industry, since June 1985, across 2 adviser firms.
What exams has Martin Schmidt passed?
Martin Schmidt has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in April 1985. FINRA credited Martin Schmidt with the SIE, which began in October 2018.
Where did Martin Schmidt work before Carrera Capital Advisors?
Before Carrera Capital Advisors, Martin Schmidt was registered through Northwestern Mutual Investment Services,llc, January 2010 to May 2024.
Where is Martin Schmidt based?
Martin Schmidt’s registered office is in Troy, MI.
Is Martin Schmidt registered with FINRA?
No. Martin Schmidt has no current broker registration.
How can I verify Martin Schmidt’s record?
Search CRD 1364571 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Schmidt’s full registration record.
