Carlos Sotero

Carlos Sotero serves as Chief Technology Officer at Adviser Investments. Adviser Investments operates in the financial services sector with approximately 220.0 employees. The company is headquartered in Scottsdale, Arizona. Adviser Investments generates annual revenue of 25000000.0.

Industry & Role Insights

• • MessageCEO tracks 11,960 executives in the financial services sector.
• • 1,458 executive contacts are available in Arizona.
• • Our database includes 201,469 c suite-level executives.

Mimecast Outlook Marketo Microsoft Office 365 Google Cloud Hosting Constant Contact Act-On Salesforce Leadfeeder OneTrust Microsoft Azure Google Font API reCAPTCHA Visual Website Optimizer Bing Ads Google Dynamic Remarketing Linkedin Marketing Solutions CrazyEgg DoubleClick Google Tag Manager Nginx Mobile Friendly WordPress.org DoubleClick Conversion Google Analytics ShareThis Bootstrap Framework Shutterstock Amadesa Basis AI Remote

wealth management financial planning investment management tax planning legacy planning estate planning fiduciary services family office high-net-worth individuals wealth preservation retirement planning corporate executives business succession wealth strategies tax optimization investment strategies cash flow planning philanthropy charitable giving trust administration risk management personalized service customized solutions financial education retirement savings financial advisor investment portfolio client service wealth transfer wealth coaching social security benefits family governance diversified portfolio liquidity management equity compensation financial insights market analysis economic outlook tax compliance client relationships investment allocations asset management wealth continuity personal financial strategies retirement income strategy strategic planning financial goals portfolio management multigenerational wealth financial stewardship financial services law practice legal services

IC

Il Choi Senior Executive Vice President and Chief Digital Officer at 리치앤코

JS

Jeff Sekinger Chief Executive Officer at 0 Percent

RF

Rehana Farrell Chief Executive Officer at 100 Women In Finance

KB

Kellan Brown Chief Operating Officer / Chief Development Officer at 100 Women In Finance

AA

Alan Akina CEO at 101 Financial

Outreach Guidance — financial services Sector

Financial services executives like Carlos Sotero prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Carlos Sotero's Position in the MessageCEO Database

• •Carlos Sotero is 1 of 1 verified executive contact we track at Adviser Investments.
• •11,735 verified executive contacts in financial services are in the MessageCEO database.
• •1,384 verified executive contacts in Arizona are in the database.
• •120 verified contacts work at financial services companies in the 220.0 employee range (same size as Adviser Investments).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated May 2026.

How do I reach Carlos Sotero directly?

Carlos Sotero's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Adviser Investments. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Carlos Sotero work for?

Carlos Sotero is Chief Technology Officer at Adviser Investments, a company in the financial services sector with 220.0 employees. The company is based in Scottsdale, Arizona.

Can I pitch or sell to Carlos Sotero?

As Chief Technology Officer at Adviser Investments, Carlos Sotero is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Carlos Sotero directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Carlos Sotero in?

Carlos Sotero works in the financial services industry as Chief Technology Officer at Adviser Investments. MessageCEO provides verified contact information for executives across all major industries.

Is Carlos Sotero's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Carlos Sotero's profile is kept up-to-date with the latest available information.

Last updated: May 31, 2026