Carlos Luis Isturiz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2023 → 02/2026
  Charles Schwab & Co., Inc.
  Naples, FL
• 11/2023 → 02/2026
  Charles Schwab Bank, Ssb
  Naples, FL
• 09/2018 → 06/2019
  Rick Hendricks Chevrolet Of Naples
  Naples, FL
• 12/2017 → 12/2021
  Metro By T Mobile (The Phone Store)
  Naples, FL
• 01/2012 → 01/2023
  Bank Of America
  Naples, FL
• 02/2026 → Present
  Cetera Investment Advisors Llc
  Naples, FL
• 02/2026 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 02/2026 → Present
  Regions Bank
  Naples, FL

Previous Registrations

• 2025-06-02 → 2026-02-28
  Charles Schwab & Co., Inc.
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-05-30

Other Names

• Carlos Isturiz
• Carlos Luis Isturiz Contreras