Cortez Wealth Advisors LLC

Cortez Wealth Advisors LLC (CRD# 285131) is a financial advisory firm headquartered in Oldsmar, FL. They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3935 Tampa Rd, Ste. 3, Oldsmar, FL 34677
http://www.cortezwm.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, LA, TX

Financial Advisors at Cortez Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carlos Cortez, financial advisor Oldsmar FL
Carlos A. Cortez
CRD#: 5378014
3935 Tampa Rd, Ste. 3, Oldsmar, FL 34677

Carlos Cortez (CRD# 5378014) is an Investment Advisor Representative working at Cortez Wealth Advisors LLC in Oldsmar, FL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals