Carlos Dias Jr. (CRD# 5315390) is a wealth advisor offering strategic financial planning services to high-net-worth individuals, business owners, executives and retirees. He has contributed to Forbes, Kiplinger, and MarketWatch , and has been quoted in Bloomberg, U.S. News & World Report, USA Today, CNBC, and many others.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dias Wealth, LLC | Lake Mary, FL | Nov 2019 - Current | 4 |
| Dias Financial, LLC | Lake Mary, FL | Jul 2019 - Current | 4 |
| Excel Tax & Wealth Group, Inc. | Lake Mary, FL | Jan 2013 - Jun 2019 | 6 |
| Mvp Wealth Management Group, Inc. | Lake Mary, FL | Sep 2011 - Jun 2019 | 7 |
| Retirement Wealth Advisors | Lake Mary, FL | Nov 2014 - Dec 2018 | 4 |
| Nfl Alumni Central Florida Chapter | Mount Laurel, NJ | Dec 2016 - Apr 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- FL
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Total Assets Under Management5MILLIONS
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Total Number of Accounts8ACCOUNTS
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Average Account Value$614,467
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
FL
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Excel Tax & Wealth Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
Advisory services through Retirement Wealth Advisors, Inc., a SEC Registered Investment Advisor.
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