Carlos M. Oblites Márquez

CHANDLER ASSET MANAGEMENT

San Diego, CA 92121-2796

CRD#: 5350645

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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.

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.

The advisor shows no other business activity.

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

CRD#: 331780

Oakland, CA

Past

August 15, 2007 - September 14, 2015

PFM FUND DISTRIBUTORS, INC.

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".

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.

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)

California
(10/15/2025)

IAR

Florida
(1/15/2026)

IAR

Nevada
(12/8/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

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

Series 7TO

Date: 8/20/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/26/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/13/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 Approved)

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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

SEC notice filing (44 States and Territories)

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 Accounts	1,049
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.

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Advisor Monitoring

Firm Stability Insights

Carlos M. Oblites Márquez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Manuel Oblites Márquez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANDLER DISTRIBUTION SERVICES, LLC

PFM FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

CHANDLER ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/15/2025

Series 65

Date: 9/11/2017

Series 7TO

Date: 8/20/2025

SIE

Date: 9/26/2024

Series 6

Date: 8/13/2007

FINRA

Current Firm

CHANDLER ASSET MANAGEMENT INC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANDLER ASSET MANAGEMENT INC

TRUST BUT VERIFY

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