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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

CARLOS GABRIEL SOLANO MONESTEL

Advisor at SCHWAB WEALTH ADVISORY, INC.

Orlando, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 19, 2015
First registration: Jan 18, 2017
Dual registered: yes, broker-dealer
Other names: CARLOS GABRIEL SOLANO|CARLOS GABRIEL SOLANO|CARLOS GABRIEL SOLANO MONESTEL|CARLOS GABRIEL SOLANO-MONESTEL|Carlos Solano
IAPD individual key: 6398462

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	May 25, 2021	n/a	yes	Orlando, FL	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 29, 2019	Apr 1, 2021	no	San Antonio, TX\|San Antonio, TX\|San Antonio, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 27, 2018	May 21, 2019	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 18, 2017	May 15, 2018	no	Miami, FL\|MIAMI, FL\|San Antonio, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CITIGROUP GLOBAL MARKETS INC.	SCHWAB WEALTH ADVISORY, INC.	Apr 1, 2021	May 25, 2021	54	Firm change	Other
J.P. MORGAN SECURITIES LLC	CITIGROUP GLOBAL MARKETS INC.	May 21, 2019	May 29, 2019	8	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	J.P. MORGAN SECURITIES LLC	May 15, 2018	Apr 27, 2018	-18	Firm change	Ibd to wirehouse

Relationships

Registered with (3)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
May 25, 2021 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 29, 2019 to Apr 1, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 27, 2018 to May 21, 2019factForm ADV

Dated events

No dated event names this entity yet.