DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Carlos Fernando Meneses
Feed of 09/14/2026
Also filed as Carlos Meneses
At current firm
2 y
since May 6, 2024
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Efg Private Wealth Management (Americas) Corp. mixed wealth currentsince May 6, 2024 · Miami, Fl
- Provenance Wealth Advisors independent RIASep 5, 2023 to Mar 14, 2024 · Miami, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 25, 2020 to Aug 25, 2023 · Miami, Fl
- Valic Financial Advisors, Inc. BD affiliatedNov 6, 2019 to Mar 13, 2020 · Boca Raton, Fl
Moves
a registration end followed by a registration begin elsewhere
- Provenance Wealth Advisors to Efg Private Wealth Management (Americas) Corp.left Mar 14, 2024, registered May 6, 2024 (53 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Provenance Wealth Advisorsleft Aug 25, 2023, registered Sep 5, 2023 (11 days) · Other · moved with a team
- Valic Financial Advisors, Inc. to Raymond James Financial Services Advisors, Incleft Mar 13, 2020, registered Mar 25, 2020 (12 days) · Affiliated broker-dealer or bank to another
Signals
- Carlos Fernando Meneses left Provenance Wealth Advisors for Efg Private Wealth Management (Americas) Corp. (registered 2024-05-06)Mar 14, 2024 · Advisor changed firm · fact
- Carlos Fernando Meneses left Raymond James Financial Services Advisors, Inc for Provenance Wealth Advisors (registered 2023-09-05)Aug 25, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address