Paula H.
Title: Public Complaints and Regulatory Filings Involving Cortez Wealth Management
I have reviewed publicly available complaint filings and records that are now under regulatory examination. Formal complaints have been submitted to the U.S. Securities and Exchange Commission (SEC), FINRA, and state regulators in Florida, Arizona, and Louisiana regarding the firm and its principal, Carlos Cortez. According to these filings and public documentation: 2020–2022: Investors reported losses exceeding $2 million from unregulated or opaque investment products. Partial settlements were made, but many claims reportedly remain unresolved. 2024: Cortez launched GreenMoneySolutions.com, advertising “guaranteed” 29 % returns and 15 % bonuses. No matching registered investment entities could be located. 2025: A cryptocurrency project he promoted through media appearances collapsed following insider wallet activity, leaving dozens of investors with major financial harm. During the same period, Cortez was recorded on his own podcast discussing his wealth, homes, and cars while former investors described financial distress. For years, Cortez’s marketing has drawn scrutiny for using fear-based and conspiracy-driven messages that encouraged people to move retirement savings out of established firms such as Fidelity and Vanguard. Public sources also describe his recurring appearances and financial support for the Stew Peters Network, a platform widely criticized for extremist and inflammatory content. These associations, combined with unresolved investor complaints, have prompted continuing regulatory and public concern. All matters remain under review, and no final determinations have been made. Readers who wish to verify the filings can search online for the article regarding Carlos Cortez JR.