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Juan Pablo Militello

Raymond James & Associates, Inc.

Coral Gables, FL

CRD 4865981

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-28
  • FL RA
    APPROVED
    Since 2023-04-28

Branch Locations

2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Miami FL 01/2011 04/2023
Morgan Stanley Private Bank, N.A. New York NY 01/2015 04/2023
Raymond James & Associates, Inc. Coral Gables FL 04/2023 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 04/2023
  • 01/2011 → 04/2023
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 01/2015 → 04/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 04/2023 → Present
    Raymond James & Associates, Inc.
    Coral Gables, FL
  • 01/2015 → 04/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-12
S63 Uniform Securities Agent State Law Examination 2005-06-17
  • S65 Uniform Investment Adviser Law Examination
    2012-12-12
  • S63 Uniform Securities Agent State Law Examination
    2005-06-17
Other Names
  • Juan Pablo Militello

View on SEC IAPD

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ACCUMULATOR OPERATIONS LLC

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL

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