Miami, FL 600 Brickell Avenue Suites 1875 and 2250 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

600 Brickell Avenue, Suites 1875 and 2250

Miami FL 33131

Advisors at this office

44

Advisors at this office

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Mitshel L

Series 66

Miami, FL

Raymond James & Associates

Mitshel Lavander is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. 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 municipal entities, offering financial planning and investment consulting through non-discretionary advisory programs 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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Alejandro T

Series 66

Miami, FL

Raymond James & Associates

Alejandro Triana is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Merrill, Citigroup Global Markets, and Wells Fargo Clearing. He is also the owner of Cascando Investment LLC, an investment-related business he established with his wife. Raymond James & Associates is a 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.

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

Series 66

Miami, FL

Raymond James & Associates

Daniel Raez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock Inc., ACP Securities, and A.G.P./Alliance Global Partners. Raez has also been affiliated with the University of Miami and Belen Jesuit Preparatory High School in previous roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, 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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Facundo R

Series 66

Miami, FL

Raymond James & Associates

Facundo Ruiz Riesgo is a financial advisor with Raymond James & Associates in Miami, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Wells Fargo and Banco Santander. He also has experience working at Florida International University and Cypress Bay High School. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

Miami, FL

Raymond James & Associates

Juan Carlos Bonelli is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James & Associates since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, he is involved with Miami Golf. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 66

Miami, FL

Raymond James & Associates

Manuela Teixeira is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and eight years of industry experience. Her work history includes positions at Alex Brown, a division of Raymond James, since 2017 and at Estee Lauder Companies from 2015 to 2017. 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 public entities with a range of financial planning and non-discretionary investment consulting services supported by a nationwide adviser network.

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

Series 66

Miami, FL

Raymond James & Associates

Luis Campoo is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Citi International Financial Services LLC for eight years before joining Raymond James in 2022. Outside of his advisory role, Campoo is involved as an owner and partner in two businesses, including a 50/50 partnership in Que Estaran Haciendo, LLC. 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 broad client base, offering tailored financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

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

Series 66

Miami, FL

Raymond James & Associates

Pedro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Raymond James & Associates in 2023, he worked at Clasicorp Import Corp. and Arena Capital Holdings. He is part owner of NSA-Exchange, an online B2B marketplace that connects supermarket owners with food brokers, producers, and distributors. 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 municipalities, offering financial planning and advisory services through a 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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Ursula C

Series 66

Miami, FL

Raymond James & Associates

Ursula Chavez is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. She is based in Miami, 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, and municipal entities, offering comprehensive financial planning and investment consulting through various advisory programs.

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

Series 66

Miami, FL

Raymond James & Associates

Eric Termini is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James in 2019. 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 clientele including individuals, institutional and pension plans, and municipal entities, 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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Magda S

Series 63, Series 66

Miami, FL

Raymond James & Associates

Magda Salgado is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services, drawing on a 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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Veronica C

Series 66

Miami, FL

Raymond James & Associates

Veronica Cereceda is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021, with prior experience at Wells Fargo Clearing from 2016 to 2021. 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government 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
user avatar

Enrique T

Series 66

Miami, FL

Raymond James & Associates

Enrique Triana Sr. is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS International for nine years before joining Raymond James in 2020. Based in Miami, FL, he has spent six years with his current firm. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

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

Series 66, Series 65

Miami, FL

Raymond James & Associates

Reynaldo Figueredo is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Dt Bank Trust Co NA. He also serves as an advisor and council member for the Village of Key Biscayne. 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—with a range of financial planning, advisory, and institutional consulting services.

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

Fernando R

Series 66

Miami, FL

Raymond James & Associates

Fernando Riojas is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Raymond James & Associates in 2021. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a 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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