Carlos Miranda Feitosa (CRD# 5884685) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 13 years of experience in the finance industry.
CRD# 5922302
Osaic Wealth, Inc.
CRD# 2485377
Ae Wealth Management, LLC
CRD# 5246669
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Vanguard Group | Scottsdale, AZ | Jul 2016 - Current | 8 |
| 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 |
- AZ
- TX
-
Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
-
Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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