Carlos Cano
Advisor at Fidelity — Los Angeles, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Los Angeles, CA
Fidelity
Institution
Carlos Cano is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he assists families in growing, protecting, and managing their wealth with a focus on risk management, income planning, and tax-efficient investing. He aims to understand each client's unique situation and develop tailored financial strategies using the resources available at Fidelity.
Prior to his current position, Carlos served as a Financial Consultant at LA Pension Planners from 2021 to 2022 and as a Financial Advisor at Equitable Advisors from 2020 to 2021. He holds a California Insurance License.
Outside of his professional work, Carlos has interests in baseball, cars, comedy, fitness, food, and football.
Based on Fidelity
Los Angeles, CA
Los Angeles CA
Advisors at this office
25
California · Texas
5 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
fidelity Investments
2022 - Present • 4 years
Los Angeles, CA
GWN SECURITIES, Inc.
2021 - 2022 • 1 year
Palm Beach Gardens, FL
Equitable Advisors LLC
2020 - 2021 • 1 year
New York, NY
Unemployment
2019 - 2020 • 1 year
Los Angeles, CA
Target
2017 - 2018 • 1 year
San Luis Obispo, CA
Cal Poly San Luis Obispo
2014 - 2019 • 5 years
San Luis Obispo, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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