Investment adviser representative · Marketgrader Capital, LLC
Carlos H. Diez
CRD 6400948 · Coral Gables, FL
At a glance
Carlos H. Diez is an investment adviser representative with Marketgrader Capital, LLC in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Marketgrader Capital, LLCSince December 2025Coral Gables, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carlos’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.