Carlos G. Bonilla Grajales

CAPITALWIZE

Gurabo, PR

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CRD#: 6708669

Professional summary

Carlos Gabriel Bonilla Grajales is a registered financial advisor currently at CAPITALWIZE, LLC located in Gurabo, .

Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Carlos has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

At a Glance

Always Fiduciary

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.

Insurance Agent - Start Date: 08/2020 - Non-investment Related - Insurance lines of business: Life, Health and Annuities - Hours/per week during trading hours: 10 Bonilla Strategic Advising - Non-investment Related - Urb. El Vivero Calle 4 B-17 Gurabo, PR, 00778 - Business consulting, structuring/compliance support, and independent consulting/training - Owner - Estimated monthly hours outside of securities trading: 20 hrs. - Estimated monthly hours during securities trading: 3 hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Gabriel Bonilla Grajales's 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 13, 2026 - Present

CAPITALWIZE, LLC

RIA

CRD#: 288124

Gurabo, PR

Past

March 1, 2021 - March 27, 2025

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

GUAYNABO, PR

Past

September 2, 2020 - March 27, 2025

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

GUAYNABO, PR

Past

May 30, 2018 - August 25, 2020

PFS INVESTMENTS INC.

CRD#: 10111

CAROLINA, PR

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

Georgia
(8/13/2026)

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

Series 63

Date: 11/17/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/25/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/30/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAPITALWIZE, LLC

CAPITALWIZE, LLC | MONEY SAVVY FINANCIAL, LLC

CRD#: 288124 / SEC#:

Georgia

Registered Investment Advisory firm - (4/21/2017 Approved)

North Carolina

Registered Investment Advisory firm - (10/11/2017 Approved)

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Contact information

Main Address

1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309

Mailing Address

Phone number

(800) 835-0863

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 1,391,897

Red Flags

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

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Carlos G. Bonilla Grajales

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Gabriel Bonilla Grajales's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITALWIZE, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/17/2023

Series 65

Date: 2/25/2021

SIE

Date: 10/1/2018

Series 6

Date: 5/30/2018

Current Firm

CAPITALWIZE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITALWIZE, LLC

TRUST BUT VERIFY

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