Rodrigo Novo De Oliveira

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 04/2024
  Morgan Stanley
  Miami, FL
• 04/2015 → 04/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2024 → Present
  Raymond James & Associate Inc.
  Miami, FL
• 03/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2015-02-03 → 2024-04-30
  Morgan Stanley
  Miami, FL
• 2012-10-24 → 2015-02-20
  Rbc Capital Markets, Llc
  Miami, FL
• 2007-02-01 → 2012-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  New York, NY
  Sao Paulo
  Miami, FL
  New York, NY

Other Businesses

(1)Name of Business: Address: 765, Crandon Blvd ap.309, Key Biscayne, FL, 33149, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Novo R.E. Investors NY LLC Address: 765 Crandon Blvd ap.309, Key Biscayne, FL, 33149, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner with my wife (3)Name of Business: Novo R.E. Investors NY LLC Address: 765, Crandon Blvd ap 309, Key Biscayne, FL, 33149, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/19/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26

Other Names

• Rodrigo Novo Oliveira