Carlos Delgado-Mejia
Carlos Delgado-Mejia is a registered investment advisor at United Brokerage Services INC, based in Fredericksburg, VA, with 6 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,390 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.
Location
10800 A Courthouse Road, Fredericksburg, VA, 22408
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 →Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
TD Ameritrade, INC.Broker
State Registrations3 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.
Exams
More Advisors
- Jonathan Heck, CFPWells Fargo Advisors
- Daniel Goodwin, ChFCCetera Investment Advisers LLC
- Jonathan Scimeca, CFPCary Street Partners
- Benjamin Maxwell, ChFCEdward Jones
- Paul Lee, ChFCEdward Jones
- Noah Snead, CFPCary Street Partners