Carlos Miranda Feitosa, financial advisor Scottsdale AZ

Carlos Miranda Feitosa

CRD Number: 5884685
Current Firm: Vanguard Advisers, Inc.

Carlos Miranda Feitosa (CRD# 5884685) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
The Vanguard Group Scottsdale, AZ Jul 2016 - Current 6
Jpmorgan Chase Bank N.a. Phoenix, AZ May 2015 - Jul 2016 1
J.p. Morgan Securities LLC Mesa, AZ Oct 2012 - May 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Carlos H. Miranda Feitosa
Phone Number: 610-669-1000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    338,871
    MILLIONS
  • Total Number of Accounts
    602,258
    ACCOUNTS
  • Average Account Value
    $562,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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