Carlos Delgado-mejia
Investment adviser representative at United Brokerage Services Inc
10 yearsExperience
3 statesRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- United Brokerage Services, Inc.Apr 2026 to now
- TD Bank N.A.Jul 2025 to Apr 2026
- TD Private Client Wealth LLCJul 2025 to Apr 2026
- Navy Federal Financial Group, LLCOct 2024 to May 2025
- Navy Federal Investment Services, LLCOct 2024 to May 2025
- Fidelity InvestmentsApr 2021 to Oct 2024
- Morgan StanleyFeb 2020 to Apr 2021
- UnemployedOct 2019 to Feb 2020
- TD AmeritradeJun 2019 to Oct 2019
- Wells FargoAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7126502
- Firm CRD
- 39062