CARLOS O. DIAZ is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-01-31 | 2025-03-31 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-10-29 | 2023-01-18 | — |