Hallandale Beach, FL Office

Team
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Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,796

Across 934 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

1010 S Federal Highway, Suite 2002

Hallandale Beach FL 33009

Advisors at this office

28

Advisors at this office

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Steven W

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Steven Weisberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of financial planning and consulting services, with a focus on tailored, non-discretionary advice supported by firm research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Hugo P

Series 66

Hallandale Beach, FL

Raymond James & Associates

Hugo Porro is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored advice supported by firm research and diverse portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Hope T

Series 66

Hallandale Beach, FL

Raymond James & Associates

Hope Turock is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rachel G

Series 66

Hallandale Beach, FL

Raymond James & Associates

Rachel Gammerman is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she is the owner of LIORA LLC, a business unrelated to investment activities. 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 services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael Z

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Michael Zalkind is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. Before joining Raymond James in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 12 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gary C

CFP®, Series 66

Hallandale Beach, FL

Raymond James & Associates

Gary Curry is a CFP® certified financial advisor with 17 years of industry experience. He has been with Raymond James & Associates since 2014, serving clients from Hallandale Beach, FL. Outside of his advisory role, he is the owner of a rental real estate business in Fort Lauderdale, FL. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David N

Series 66

Hallandale Beach, FL

Raymond James & Associates

David Nagel is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for six years. Prior to his financial services career, he had roles at Dicks Sporting Goods and Aflac. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ricardo K

Series 66

Hallandale Beach, FL

Raymond James & Associates

Ricardo Kassin Nasser is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He previously worked at UBS Financial Services and UBS International Inc before joining Raymond James in 2019. He serves as a trustee for his family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gina F

Series 66

Hallandale Beach, FL

Raymond James & Associates

Gina Ferreira is a financial advisor at Raymond James & Associates with 11 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, she worked at Jefferies Investment Advisers LLC and Jefferies LLC from 2023 to 2026, and at Morgan Stanley Smith Barney LLC and related Morgan Stanley entities from 2016 to 2023. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary advisory approach.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph S

Series 63

Hallandale Beach, FL

Raymond James & Associates

Joseph Sacco is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James & Associates since 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 diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph G

Series 66

Hallandale Beach, FL

Raymond James & Associates

Joseph Gammerman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously studied at Florida International University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Edward K

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Edward Kleinman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James since 2018 and previously spent three years at Morgan Stanley. 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, and offers financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Javier H

Series 66

Hallandale Beach, FL

Raymond James & Associates

Javier Himelstein is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, and Merrill. He is based in Hallandale Beach, FL. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Helena B

Series 66, Series 63

Hallandale Beach, FL

Raymond James & Associates

Helena Borges Fortes is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Morgan Stanley from 2015 to 2019. Fortes has been with Raymond James & Associates since 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing tailored financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Vladimir L

Series 66

Hallandale Beach, FL

Raymond James & Associates

Vladimir Levyi is a financial advisor with Raymond James & Associates, holding a Series 66 credential and seven years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley from 2018 to 2023. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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