Advisor at Keyes, Stange & Wooten Wealth Management, LLC
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.
Firm
Keyes, Stange & Wooten Wealth Management, LLC
Location
Daytona, FL 32114
Credentials
Series 65
Industry experience
< 1 year
Carlos Betancourt is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Seacoast Bank and spent several years as a student. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, offering nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm integrates accounting, tax, and advisory services through shared ownership with an affiliated CPA firm.
Based on Keyes, Stange & Wooten Wealth Management, LLC
Maximum annual advisory fee is 1.00%
1825 Business Park Blvd., Suite E
Daytona, FL 32114
Florida
Keyes, Stange & Wooten Wealth Management, LLC
2025 - Present (1 year)
Student
2024 - 2025 (1 year)
Seacoast Bank
2024 - 2024 (1 year)
Seacoast Bank
2022 - 2024 (2 years)
Student
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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