Carlos Mejia is a CFP-designated registered investment advisor, based in Houston, TX, with 7 years of industry experience.
Location
952 Echo Lane, Suite 460, Houston, TX, 77024
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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
Hightower Securities, LLC
May 2025 - Present · 1 yr
Hightower Securities, LLCBroker
May 2025 - Present · 1 yr
Hightower Advisors, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Crestmont Private Wealth LLC
October 2023 - February 2025 · 1 yr 4 mos
UBS Financial Services INC.Broker
March 2022 - October 2023 · 1 yr 7 mos
UBS Financial Services INC.
November 2021 - October 2023 · 1 yr 11 mos
Fca CORP
March 2018 - November 2021 · 3 yrs 8 mos
State Registrations1 state
TX
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.