CE
Carolina M. Escalante
GEG ADVISORS
Aventura, FL 33180
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CRD#: 8199437
CE
Carolina Marcela EscalanteGEG ADVISORS
Professional summary
Carolina Marcela Escalante, who also goes by Carolina Escalante, is a registered financial advisor currently at GEG ADVISORS located in Aventura, Florida.
Carolina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Carolina has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
Carolina Escalante
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.
Name of the other business: Pilot University of Colombia Whether the business is investment-related: This business is not investment-related - it is a private research and academic institution focused on higher education. Address of the other business: Cra. 9 #45A-44, Bogot�, Cundinamarca, Colombia Nature of the other business: A private research-based university providing undergraduate, postgraduate, and PhD education. Your position, title, or relationship with the other business: Adjunct Professor (Postgraduate Programs) Start date of your relationship: December 2014- May - 2023 Approximate number of hours per month you devote to the other business: 10 hours per month, approximately Number of hours you devote to the other business during securities trading hours: 0 Hours Brief description of your duties relating to the other business: I taught postgraduate courses, prepared and delivered lectures, developed academic materials, assessed student work, and supported students in research and professional development. Courses: Financial Markets, Bloomberg Terminal, Derivatives, and International Finance. Name of the other business: Del Rosario University Whether the business is investment-related: This business is not investment-related - it is a private research and academic institution focused on higher education. Address of the other business: Cll. 12C No. 6-25, Bogot�, Colombia Nature of the other business: A private research-based university providing undergraduate, postgraduate, and PhD education. Your position, title, or relationship with the other business: Adjunct Professor (Postgraduate Programs) Start date of your relationship: Jul 2024- December 2025 Approximate number of hours per month you devote to the other business: 5 hours per month, approximately Number of hours you devote to the other business during securities trading hours: 0 Hours Brief description of your duties relating to the other business: I taught postgraduate courses, prepared and delivered lectures, developed academic materials, assessed student work, and supported students in research and professional development. Courses: Financial Education
CRS (Client Relationship Summary) - RIA
Click below to view Carolina Marcela Escalante'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
February 26, 2026 - Present
GEG ADVISORS
Office #1: 20900 Ne 30th Ave Suite 1001, Aventura, FL 33180RIA
CRD#: 337347
Aventura, 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".
GA
GEG ADVISORS
GEG ADVISORS | GEG ADVISORS LLC
CRD#: 337347 / SEC#: 801-134174
RIA
Registered Investment Advisory firm - (11/19/2025 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.Highlighted states indicate IAR registrations
IAR
Florida(2/26/2026)
Current Firm
GA
GEG ADVISORS
GEG ADVISORS | GEG ADVISORS LLC
CRD#: 337347 / SEC#: 801-134174
RIA
Registered Investment Advisory firm - (11/19/2025 Approved)Loading...
Contact information
Main Address
Carrera 9 #74-62, Bogota
Mailing Address
20900 Ne 30th Ave Suite 1001, Aventura, FL 33180
Phone number
(305) 933-8850
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Red Flags
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Company Information
GEG ADVISORS
CRD#: 337347Aventura, FL 33180TRUST BUT VERIFY
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