Carlos Benitez

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 01/2021
  Securian Financial Services Inc
  St. Paul, MN
• 08/2019 → 01/2021
  Minnesota Life Insurance Company
  St. Paul, MN
• 08/2019 → 01/2021
  Renaissance Financial
  Phoenix, AZ
• 09/2016 → 02/2017
  Unemployed
  Phoenix, AZ
• 03/2017 → 12/2017
  Asu Sun Devil Fitness Complex
  Mesa, AZ
• 01/2018 → 08/2019
  Unemployed
  Phoenix, AZ
• 03/2021 → 06/2022
  Vanguard Marketing Corporation
  Plano, TX
• 03/2021 → Present
  The Vanguard Group, Inc.
  Plano, TX
• 03/2021 → Present
  Vanguard Advisers, Inc.
  Plano, TX

Previous Registrations

• 2019-08-09 → 2021-01-11
  Securian Financial Services, Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03

Other Names

• Carlos Fernando Benitez
• Carlos Benitez