Eduardo Rafael Guzman-Valiente

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 10/2003 → Present
  Raymond James Financial Services, Inc.
  San Juan, PR
• 04/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  San Juan, PR

Other Businesses

(1)Name of Business: Address: Urb. Alturas de Torrimar, 4-7 Santa Ana Ave., Guaynabo, PR, 00969, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Owner/Proprietor, Officer - Secretary Investment Related: Yes Start Date: 10/03/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member-Co-Manager of LLC (2)Name of Business: Address: 1851 Stratford {ark Place Unit 205, Reston, VA, 20190, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/19/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: GUZMAN & CARBONELL, INC. Address: Urb. Alturas de Torrimar, 4-7 Santa Ana, Guaynabo, PR, 00969, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Owner/Proprietor, Officer - President, Officer - Secretary Investment Related: Yes Start Date: 12/22/1989 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FILING ANNUAL REPORT WITH DEPT OF STATE (4)Name of Business: Guzman & Co Inc. Address: Urb. Alturas de Torrimar, 4-7 Santa Ana Ave., Guaynabo, PR, 00969, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Owner/Proprietor, Officer - President, Officer - Secretary Investment Related: No Start Date: 10/27/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none (5)Name of Business: Guzman-Acosta (Deceased) Address: 4-7 Ave Santa Ana, Guaynabo, PR, 00969-3208, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 03/13/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Testamentary appointed Executor for the Estates of my parents. Responsibilities include make inventory of the assets, file Estate Tax return, Income Tax return, sell assets and distribute the assets to the heirs. Manage assets including real estate. (6)Name of Business: JJ ESTATE MANAGEMENT LLC Address: Urb. Alturas de Torrimar, 4-7 Santa Ana Ave., Guaynabo, PR, 00969, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 10/07/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member-Manager with full responsibility over the management and operation of the LLC for the benefit of the other Member, my brother Jose Julian Guzman-Valiente. (7)Name of Business: Law Office of Eduardo R. Guzman Valiente Address: 4-7 Ave Santa Ana, Guaynabo, PR, 00969, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1981 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Notarial services, legal services, recordkeeping for retirement plans, tax return preparation for retirement plans, and tax return preparationfor trusts and other legal entities. (8)Name of Business: LAW OFFICE OF EDUARDO R. GUZMAN VALIENTE PSC Address: Urb. Alturas de Torrimar, 4-7 Ave Santa Ana, Guaynabo, PR, 00969, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/1997 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Principal at law firm; supervising and executing engagements withclients; supervision of attorney employee.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-02

Other Names

• Eduardo R. Guzman
• Eddie Guzman