Unclaimed Profile

Carlos Salzedo Navarro

CLAIRMONT WEALTH ADVISORS LLC·COCONUT GROVE, Florida

SIE, Series 7, Series 7TO, Series 63, Series 66Clean record9 years registeredCLAIRMONT WEALTH ADVISORS LLC

2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 6313863Firm CRD# 282031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carlos Salzedo Navarro · COCONUT GROVE, FL

Registration

CRD #6313863 · CLAIRMONT WEALTH ADVISORS LLC · 9 years registered

Brand Profile

Not yet started

Career History

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Jun 2026 – present

J.P. MORGAN SECURITIES LLC

Feb 2022 – May 2026

Miami, FL

CLAIRMONT WEALTH ADVISORS LLC

May 2019 – Feb 2022

MIAMI, FL

EFG ASSET MANAGEMENT (AMERICAS) CORP.

Apr 2017 – Apr 2019

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · April 3, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EKANTA WEALTH ADVISORS LLC

CRD 282031 · SEC 801-115217

AUM

$234M

Regulatory assets under management

Employees

36 client accounts

Services offered by EKANTA WEALTH ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at EKANTA WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Carlos Salzedo Navarro offer?

Carlos Salzedo Navarro specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.

What are Carlos Salzedo Navarro's credentials?

Carlos Salzedo Navarro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlos Salzedo Navarro located?

Carlos Salzedo Navarro is based in COCONUT GROVE, Florida, working with CLAIRMONT WEALTH ADVISORS LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.

How does Carlos Salzedo Navarro charge for services?

Carlos Salzedo Navarro's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLAIRMONT WEALTH ADVISORS LLC?

CLAIRMONT WEALTH ADVISORS LLC has approximately 7 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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