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Carlos Roberto Yearwood

INVICTUS CAPITAL INVESTORS·ATLANTA, Georgia
SIE, Series 7, Series 63, Series 79TO, Series 99TOClean recordINVICTUS CAPITAL INVESTORS
3340 PEACHTREE ROAD, ATLANTA, GA 30326CRD# 4955271Firm CRD# 285851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Roberto Yearwood · ATLANTA, GA
Registration
CRD #4955271 · INVICTUS CAPITAL INVESTORS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
INVICTUS CAPITAL INVESTORS
CRD 285851 · SEC 801-112509
AUM
$1M
Regulatory assets under management
Employees
4
9 client accounts
Services offered by INVICTUS CAPITAL INVESTORS
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INVICTUS CAPITAL INVESTORS →
Introduction

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Frequently Asked Questions

What services does Carlos Roberto Yearwood offer?
Carlos Roberto Yearwood specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Carlos Roberto Yearwood's credentials?
Carlos Roberto Yearwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Roberto Yearwood located?
Carlos Roberto Yearwood is based in ATLANTA, Georgia, working with INVICTUS CAPITAL INVESTORS. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Carlos Roberto Yearwood charge for services?
Carlos Roberto Yearwood's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVICTUS CAPITAL INVESTORS?
INVICTUS CAPITAL INVESTORS has approximately 4 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVICTUS CAPITAL INVESTORS

Jarrett S Frierson
ATLANTA, GA

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Research
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