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Julio Marcelino Revuelta

Raymond James & Associates, Inc.

Coral Gables, FL

CRD 2470641

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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
TX RA APPROVED 2020-12-03
FL RA APPROVED 2020-08-31
  • TX RA
    APPROVED
    Since 2020-12-03
  • FL RA
    APPROVED
    Since 2020-08-31

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
Safra National Bank Of New York Miami FL 12/2014 02/2020
Safra Securities Llc Miami FL 12/2014 03/2020
Raymond James & Associates, Inc. Coral Gables FL 03/2020 Present
  • 12/2014 → 02/2020
    Safra National Bank Of New York
    Miami, FL
  • 12/2014 → 03/2020
    Safra Securities Llc
    Miami, FL
  • 03/2020 → Present
    Raymond James & Associates, Inc.
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-26
  • S66 Uniform Combined State Law Examination
    2020-08-26

View on SEC IAPD

Nearby Firms

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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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