Carlos A. Machado

HARBOR ITHAKA

MIAMI, FL 33137

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CRD#: 6308830

Professional summary

Carlos Alberto Machado, who also goes by Carlos A Machado Zamora, Carlos Alberto Machado Zamora, is a registered financial advisor currently at HARBOR ITHAKA located in Miami, Florida.

Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Carlos has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carlos A Machado Zamora | Carlos Alberto Machado Zamora

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.

Skytrust Advisors LLC, entity created in May 2019; owner; Estimated time dedicated per week: 6 hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Alberto Machado'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

August 17, 2015 - Present

HARBOR ITHAKA

Office #1: 3250 Ne 1st Ave. 3rd Floor, Suite #305, Miami, FL 33137

RIA

CRD#: 170580

MIAMI, FL

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".

HARBOR ITHAKA

CRD#: 170580 / SEC#: 801-113143

RIA

Registered Investment Advisory firm - (5/4/2018 Approved)

Florida

Registered Investment Advisory firm - (4/1/2019 Terminated)

New York

Registered Investment Advisory firm - (8/15/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(8/17/2015)

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: 11/10/2014

Uniform Investment Adviser Law Examination

Current Firm

HARBOR ITHAKA

CRD#: 170580 / SEC#: 801-113143

RIA

Registered Investment Advisory firm - (5/4/2018 Approved)

Florida

Registered Investment Advisory firm - (4/1/2019 Terminated)

New York

Registered Investment Advisory firm - (8/15/2017 Terminated)

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Contact information

Main Address

3250 Ne 1st Ave. 3rd Floor, Suite #305, Miami, FL 33137

Mailing Address

Phone number

(305) 755-7600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RAFAEL ALCANTARA LANSBERG (3/24/2025)

HARBOR ITHAKA WM BROCHURE MARCH 2021 (3/24/2025)

CARLOS MACHADO (3/24/2025)

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 159,634,055

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. Machado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HARBOR ITHAKA

Primary Firm SEC Registration

HARBOR ITHAKA

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2014

Current Firm

HARBOR ITHAKA

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARBOR ITHAKA

TRUST BUT VERIFY

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