Carlos Polanco-Rojas, financial advisor Roswell GA

Carlos Polanco-Rojas

CRD Number: 7050578
Current Firm: Howard Capital Management, Inc.

Carlos Polanco-Rojas (CRD# 7050578) is an Investment Advisor Representative working at Howard Capital Management, Inc. in Roswell, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Howard Capital Management Roswell, GA Apr 2019 - Current 4
Unemployed Norcross, GA Dec 2018 - Mar 2019 < 1
Georgia State University Atlanta, GA Aug 2018 - Nov 2018 < 1
Georgia State University Atlanta, GA May 2013 - Nov 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Carlos Polanco-Rojas
Phone Number: 770-642-4902
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    4,531
    MILLIONS
  • Total Number of Accounts
    14,082
    ACCOUNTS
  • Average Account Value
    $321,748
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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