CF
Carlos Feliciano
CAF INVESTMENTS LLC
GUAYNABO, PR 00969
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CRD#: 7358921
CF
Professional summary
Carlos Feliciano is a registered financial advisor currently at CAF INVESTMENTS LLC located in Guaynabo, .
Carlos is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Carlos has worked at 1 firm and has passed the Series 65 exam.
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.
Buren Capital LLC; Investments Advisor; Investment Related; Chubb Plaza, 33 Resoluci�n ST Suite 701A San Juan Puerto Rico 00920; Burel Capital raises accredited funds, invests in Puerto Rico opportunities; CAF advises Burel Capital, manages compliance, reporting, and investment strategy. 2025-04-01; 40 Hours per month / 20 hours per month during trading; 50 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Carlos Feliciano'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®
NoneExperience
Current
July 18, 2023 - Present
CAF INVESTMENTS LLC
Office #1: Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969RIA
CRD#: 313629
GUAYNABO, 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
Florida(11/7/2023)
IAR
Puerto Rico(7/23/2023)
IAR
Texas(7/18/2023)
Current Firm
CI
CAF INVESTMENTS LLC
CAF INVESTMENTS LLC
CRD#: 313629 / SEC#:
Florida
Registered Investment Advisory firm - (11/7/2023 Approved)Puerto Rico
Registered Investment Advisory firm - (2/1/2022 Approved)Texas
Registered Investment Advisory firm - (6/17/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969
Mailing Address
Hc 01 Box 5244, Canovanas, PR 00729
Phone number
(787) 206-1637
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 323 |
| AUM (Assets Under Management) | $ 36,873,316 |
Red Flags
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Company Information
CAF INVESTMENTS LLC
CRD#: 313629Guaynabo, PR 00969TRUST BUT VERIFY
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