AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CO

Carlos M. Oblites Márquez

CHANDLER ASSET MANAGEMENT
San Diego, CA 92121-2796
Some features on this profile are disabled
CRD#: 5350645
CO

Professional summary

Carlos Manuel Oblites Márquez, who also goes by Carlos Manuel Oblites, is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in San Diego, California and CHANDLER DISTRIBUTION SERVICES, LLC located in Oakland, California.

Carlos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Carlos has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carlos Manuel Oblites

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.
Chandler Asset Management; Investment related; 9255 Towne Center Dr., Suite 600, San Diego CA 92121: Investment Advisor; Portfolio and Investment Strategist; Start: 05.31.2025; 151.7 hrs./month devoted; 21.6 hrs./month during trading hrs.; coordinate and communicate administrative, investment, and distribution activities with CalFit Board; provide product knowledge support for marketing and distribution staff; facilitate introductions between investors and Chandler Relationship Managers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Manuel Oblites Márquez'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

September 11, 2017 - Present

CHANDLER ASSET MANAGEMENT INC

Office #1: 6225 Lusk Boulevard, San Diego, CA 92121-2796
RIA
CRD#: 107287
San Diego, CA
Current

September 10, 2025 - Present

CHANDLER DISTRIBUTION SERVICES, LLC

Office #1: 1901 Harrison Street Ste 1100, Oakland, CA 94612
BD
CRD#: 331780
Oakland, CA
Past

August 15, 2007 - September 14, 2015

PFM FUND DISTRIBUTORS, INC.

BD
CRD#: 114474
SAN FRANCISCO, CA

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".
CA
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA
Registered Investment Advisory firm - (7/22/1993 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(9/11/2017)
RR
California
(10/15/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/11/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/20/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/26/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/13/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA
Registered Investment Advisory firm - (7/22/1993 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9255 Towne Centre Drive Suite 600, San Diego, CA 92121
Mailing Address
Phone number
(858) 546-3737
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHANDLER ADV PART 2 2025SEP08 (9/8/2025)

Regulatory assets under management

Total Number of Accounts1,049
AUM (Assets Under Management)$ 41,582,938,832

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.

Company Information

CHANDLER ASSET MANAGEMENT INC

CRD#: 107287San Diego, CA 92121-2796

TRUST BUT VERIFY

Monitor Carlos Oblites Márquez

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Paul Avila Neves
Paul NevesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SAN DIEGO, CA
Nilay Eda Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
Alice Ruiz
Alice RuizAdvisorCheck Check Mark
SCHWAB WEALTH ADVISORY, INC.
IAR
RR
San Diego, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics