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Carlos Guzman

Creand Management

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About Carlos Guzman

Carlos Guzman is a registered investment advisor representative with Creand Management. Carlos has been in the industry for eight years, and has worked at EFG Capital International prior to joining Creand Management. Carlos holds the Series 7, Series 24, Series 4, Series 66 and Series 99TO licenses, and has passed the SIE exam. Carlos specializes in investment advisory services.

Firm Information

Carlos Guzman is currently registered with Creand Management. Creand Management is an investment advisor based in Miami, FL. The firm has 22 registered representatives and manages $508,302,111 in assets. They offer financial planning and portfolio management services to high-net-worth individuals and banking or thrift institutions.
Creand Management

777 BRICKELL AVENUE

MIAMI, FL 33131

$508.30M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general economic advice

General economic advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Carlos Guzman’s Registration & Firm History

FL

06/25/2024 - Present

Creand Management (MIAMI FL)

FL

02/16/2016 - 05/31/2024

EFG CAPITAL INTERNATIONAL (MIAMI FL)

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Licenses & Designations

BOTH

Issued 09/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2019

Series 4 - Registered Options Principal Examination

BC

Issued 03/11/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Carlos Guzman.
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