Carolina Reyes matos
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Aug 2026 to now
- True Financial LLCMay 2026 to now
- Banco Popular De Puerto RicoMar 2021 to Apr 2026
- N/aJan 2021 to Feb 2021
- KpmgOct 2019 to Dec 2020
- N/aJan 2019 to Sep 2019
- KpmgJun 2017 to Aug 2017
- Colgate PalmoliveJul 2016 to Jun 2017
- University of Puerto Rico, Rio Piedras CampusAug 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PR).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 8295873
- Firm CRD
- 23131