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Daniel Mcleod Carlson

also known as Daniel Carlson, Dan Carlson

About Me

The Carlson Law Firm, APC was formed in 2001 by Mr. Carlson with the intent to specialize in securities law claims.  Prior to that Mr. Carlson was a law clerk to a Federal Bankruptcy Judge and then worked at the San Diego Law Firm of Ault, Deuprey, Jones and Gorman specializing in business litigation.  The Carlson firm primarily represents plaintiffs in claims against their financial advisors, brokers and brokerages. 

The team at the Carlson Law Firm emphasizes direct personal attention with its clients.  Mr. Carlson handles your case directly and your claim will not be handed over to an inexperienced associate.  We understand that the ongoing success of our firm depends upon the personal attention we provide our clients.

 If you believe you have suffered financial losses through negligence or willful misconduct, contact us online, call 619-544-9300. We provide free consultation, new client meetings are available Monday through Friday, from 8:00 am until 6:00 pm, and weekends upon request. We offer both hourly billing and contingent fee arrangements to our clients, depending upon what is appropriate.   Where legally available, the Carlson Law Firm seeks punitive damages for to help make our clients losses whole.


Photos and Videos

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Practice Areas


  1. Securities & Investment Fraud: 90%
    22 years
  2. Business: 10%
    22 years



Hourly ($300-550/hour), Contingent (33-42%), Free Consultation (60 minutes)

Payment Types:

Cash, Check

Attorney Endorsements

14 total 

  • R Michael Jones

    Dan is an excellent lawyer. He is efficient and fair. Dan is very knowledgeable in securities matters and unraveling fraud cases. I am personally aware of several cases in which he has obtained excellent results for clients. I wholeheartedly endorse Dan Carlson for any investor who believes he has been a victim of fraud or mistreatment by a broker-dealer.


    R Jones Mergers & Acquisitions Attorney
    Relationship: Fellow lawyer in community

  • Peter Jon Schulz

    I have known Dan Carlson for 20 years and we recently worked together on behalf of a certified class against a large investment company. He is an absolute profesional with great insights and legal skills. I very much look forward to working with him again in the future. I highly recommend him.


    Peter Schulz Insurance Attorney
    Relationship: Worked together on matter

Contact Info


600 West Broadway,
Suite 1550
San Diego, CA, 92101



Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Award NameGrantorDate Granted
Excellent Rated AttorneyAmerican Registry2012
Work Experience
TitleCompany NameDuration
PrincipalCarlson Law Firm2009 - Present
PartnerBrewer & Carlson, LLP1996 - 2008
AssociateAult, Deuprey, Jones & Gorman1994 - 1995
ClerkUnited States District Court For The Southern District Of California1993 - 1994
Association NamePosition NameDuration
Lawyers Club of San DiegoMember2011 - Present
Provisors Downtown San DiegoMember2011 - Present
Public Investment Arbitration Bar AssociationMember1996 - Present
State Bar of CaliforniaMember1993 - Present
San Diego Bar AssociationMember1993 - Present
American Bar AssociationMember1993 - Present
Legal Cases
Case NameOutcome
McPhail et al v. First Command Financial Planning et alSettlement
See all Legal Cases 
School NameMajorDegreeGraduated
California Western School of LawLawJD - Juris Doctor1993
University of San DiegoCommunications/Minor BusinessBA - Bachelor of Arts1988
Speaking Engagements
Conference NameTitleDate
SDCBA - Law WeekElder Abuse - Investments2004