Carolina Kandel

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2026 → Present
  Strategic Advisors, Llc
  Jacksonville, FL
• 08/2025 → Present
  Fidelity Investments
  Jacksonville, FL
• 11/2022 → 05/2025
  Wells Fargo Bank
  Jacksonville, FL
• 10/2017 → 10/2022
  Vystar Credit Union
  Jacksonville, FL
• 05/2014 → 10/2022
  Wells Fargo Bank
  Jacksonville, FL
• 05/2025 → 07/2025
  Unemployed
  Jacksonville, FL
• 04/2026 → Present
  Fidelity Brokerage Services Llc
  Jacksonville, FL

Other Businesses

OBA-129724|OrgNmn:Carolina|Org Addr:Jacksonvil,Florida,US|OBA Nature:Sell disney pins and kids stuf|Invst Rel:N|Title:Seller|Duties:List items and ship ship then when sold.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-04-13

Other Names

• Carolina Moran Meza
• Carolina Owen