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Carlos Dias Jr.

Advisor Details

Financial Advisor in Lake Mary, Florida

Personal Bio

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes. Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish. Read more at https://www.carlosdiasjr.com.

Firm Name

Dias Wealth, LLC

Firm Bio

Individuals that have amassed a high net worth face unique issues when it comes to wealth management. You need a financial advisor that understands what you’re facing today as well as what you want to achieve tomorrow. Dias Wealth offers comprehensive wealth management that is specifically tailored to the experiences of top earners, C-level executives, doctors, lawyers, entertainers, athletes, and other elite professionals.

Advisor Type

RIA - Carlos Dias Jr.

Firm SEC/CRD #

304465

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Advisor SEC/CRD #

5315390

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Are you a Fiduciary?

No

Do you receive any commissions or fees based upon financial products that you provide to your clients?

Yes

Disclaimer

Investment Advisory Services offered through Dias Wealth, LLC, a Registered Investment Advisor (CRD # 304465). Insurance and annuities offered through Dias Financial, LLC, a Florida Insurance Agency (License # L106434). Dias Wealth, LLC is registered with the State of Florida Office of Financial Regulation. Investment adviser representatives are in compliance with the current filing requirements imposed in Florida and those states in which it maintains clients. Dias Wealth, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Contact:

250 International Parkway
Lake Mary, Florida 32746

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