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Carlos A Betancourt

Keyes, Stange & Wooten Wealth Management, LLC

Daytona, FL

CRD 7554854

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Employer firm

Keyes, Stange & Wooten Wealth Management, LLC CRD 139806

$400M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Keyes, Stange & Wooten Wealth Management, Llc

1825 Business Park Blvd. Suite E, Daytona Beach, FL 32114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-02
  • FL RA
    APPROVED
    Since 2025-09-02

Branch Locations

1825 Business Park Blvd. Suite E, Daytona, FL 32114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keyes, Stange & Wooten Wealth Management, Llc Daytona FL 06/2025 Present
Seacoast Bank Winter Park FL 05/2022 05/2024
Seacoast Bank Winter Park FL 05/2024 12/2024
Student Orlando FL 12/2024 06/2025
Student Coral Springs FL 06/2015 05/2022
  • 06/2025 → Present
    Daytona, FL
  • 05/2022 → 05/2024
    Seacoast Bank
    Winter Park, FL
  • 05/2024 → 12/2024
    Seacoast Bank
    Winter Park, FL
  • 12/2024 → 06/2025
    Student
    Orlando, FL
  • 06/2015 → 05/2022
    Student
    Coral Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20
Other Names
  • Carlos Alexander Betancourt

View on SEC IAPD

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