Oscar Castellanos
Advisor at Raymond James Financial
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.
Advisor at Raymond James Financial
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.
Location
Miami, FL 33156
Credentials
Series 63, Series 65
Industry experience
25 years
Oscar Castellanos is a financial advisor at Provenance Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors Inc. and other related firms. Outside of his advisory role, he is a partner in Keys Decisions LLC, a passive investment business. Provenance Wealth Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, charities, and other business entities. The firm manages relationships for nearly 3,000 clients through a team of 21 advisors, offering personalized investment management and comprehensive financial planning based on written Investment Policy Statements.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
9200 S Dadeland Blvd
Miami, FL 33156
Florida · Texas
Raymond James Financial Services Advisors Inc.
2026 - Present (1 year)
Raymond James Financial Services, Inc.
2026 - Present (1 year)
PWA Securities, LLC
2023 - 2026 (3 years)
Provenance Wealth Advisors
2017 - 2026 (9 years)
Raymond James Financial Services, Inc.
2017 - 2023 (6 years)
Raymond James Financial Services Advisors Inc.
2017 - 2023 (6 years)
Raymond James & Associates, Inc.
2009 - 2017 (8 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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