Carlos A. Carbonell

FIRESTONE CAPITAL MANAGEMENT

SOUTH MIAMI, FL 33143

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CRD#: 4156160

Professional summary

Carlos Alberto Carbonell is a registered financial advisor currently at FIRESTONE CAPITAL MANAGEMENT INC located in South Miami, Florida.

Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Carlos has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Alberto Carbonell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 23, 2004 - Present

FIRESTONE CAPITAL MANAGEMENT INC

Office #1: 7301 Sw 57th Ct Unit 450, South Miami, FL 33143

RIA

CRD#: 106366

SOUTH MIAMI, FL

Past

October 7, 2002 - March 6, 2003

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 4, 2002 - October 7, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 11, 2001 - February 27, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 15, 2000 - May 24, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366 / SEC#: 801-40397

RIA

Registered Investment Advisory firm - (12/16/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/23/2004)

IAR

Texas
(6/4/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/26/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/12/2000

General Securities Representative Examination

Current Firm

FIRESTONE CAPITAL MANAGEMENT INC

CRD#: 106366 / SEC#: 801-40397

RIA

Registered Investment Advisory firm - (12/16/1991 Approved)

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Contact information

Main Address

7301 Sw 57th Ct Unit 450, South Miami, FL 33143

Mailing Address

Phone number

(305) 669-2119

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRESTONE AMENDED FORM ADV PART 2A (5/29/2025)

Regulatory assets under management

Total Number of Accounts	1,166
AUM (Assets Under Management)	$ 710,304,176

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Carlos A. Carbonell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Alberto Carbonell's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

FIRESTONE CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2004

Series 66

Date: 5/26/2000

Series 7

Date: 5/12/2000

Current Firm

FIRESTONE CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRESTONE CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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