Carlos Bolanos is a registered investment advisor, based in Valencia, CA, with 11 years of industry experience.
Location
23822 Valencia Blvd, Suite 204, Valencia, CA, 91355
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
State Farm Vp Management CORP.
January 2026 - Present · 4 mos
State Farm Vp Management CORP.Broker
January 2026 - Present · 4 mos
State Farm Investment Management CORP.
January 2026 - Present · 4 mos
Previous Registrations
State Farm Vp Management CORP.Broker
February 2014 - September 2025 · 11 yrs 7 mos
State Registrations3 states
AZCAOR
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.