Carlos
Carriedo Samaniego
Buttonwood Financial Group, LLC
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About this Advisor
Carlos Carriedo Samaniego is a financial advisor based in Kansas City, Missouri, working with Buttonwood Financial Group, LLC. Carlos has previously held positions at University Of Central Missouri, Hilton Worldwide, Waddell & Reed, Uber, Carriedo Enterprises, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Lpl Financial LLC, Waddell & Reed Financial, Inc, and Buttonwood Financial Group, LLC. Carlos has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Carlos is part of Buttonwood Financial Group, LLC, which operates out of Kansas City, Missouri. The firm has 15 employees and manages assets totaling $625.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Buttonwood Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buttonwood Financial Group, LLC Brokerage Details
$625,489,432
15
2,005
$311,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Carlos Carriedo Samaniego Work History
Buttonwood Financial Group, LLC
Carriedo Enterprises, LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Lpl Financial LLC
Uber
Hilton Worldwide
Waddell & Reed
Waddell & Reed Financial, Inc
University Of Central Missouri
Disclosures
Please visit the SEC profile of Carlos Carriedo Samaniego to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buttonwood Financial Group, LLC
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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