Carlos Miranda is a registered investment advisor, based in San Juan, PR, with 17 years of industry experience.
Location
161 Ponce De Leon, Suite 301, San Juan, PR, 00917
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlos is the President/Owner of Strategic Capital Partners, an insurance sales and financial planning firm, since 2015. He is also the President of Abitat Insurance LLC, focusing on fixed insurance sales and dedicating about a quarter of his time to this role. Additionally, Carlos owns real estate for long-term rentals through Wav3 Group, spending minimal time on this activity.
Employment History
Current Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
Previous Registrations
Securities America Advisors, INC.
Usadvisors Wealth Management, LLC
Securities America, INC.Broker
Consultiva Internacional INC
Fairbridge Capital MarketsBroker
Consultiva Internacional, INC.
Fairbridge Capital MarketsBroker
MML Investors Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.