Beverly Hills, CA Office

Gary Cohen is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with UBS Financial Services. Outside of his advisory role, he is a partner in a family-owned rental real estate venture involving a three-family apartment building in Brooklyn, NY, which is in the process of being wound down. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and charitable organizations, providing financial planning and consulting services through various investment advisory programs and institutional solutions.

Thomas Kreuzer is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Morgan Stanley in multiple roles from 2009 to 2025. Outside of advising, Kreuzer is a 50% owner of The Great Wall Patch, a business he currently oversees and plans to cease operations within the year. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and multiple portfolio management styles.

Thomas Sutter is a financial advisor at Raymond James & Associates with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 23 years, as well as UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

Paul Berman is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Anthony Rodriguez is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at City National Securities, City National Bank, and Wells Fargo. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Luke Petrarca is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Waldbaum is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2014. Waldbaum serves as a board member for the Rutgers University Advisory Board for their Los Angeles Customer Experience Certificate Program. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tyler Donaldson Cremer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Diego Kapelusznik is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Northwestern Mutual. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning and consulting services primarily through non-discretionary relationships.

David Berman is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2014. Outside of his advisory role, he is the owner of Barrett Walker, Inc., a personal service corporation for tax purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Eric Degoldsmith Rothschild is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior firms include UBS Financial Services, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. Rothschild is a limited partner and passive investor in an investment company called Blackbird LP. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by firm research and a range of portfolio management styles.

Lesley Holmes is a financial advisor with Raymond James & Associates, holding nine years of industry experience. She has been with Raymond James & Associates since 2016 and also has a legal background with Natan Rose Fulbright starting in 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rishab Kamat is a financial advisor at Raymond James & Associates with a Series 66 credential and less than one year of industry experience. His prior roles include a position at Tellaro Capital Partners and periods as a student and unemployed before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Vizcarra is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 26 years at City National Securities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and affiliated research.

Jeffrey Soltman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked at Gaytan & Leevan LLP for three years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research.