Adrian Lorenzo

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Coral Gables, FL
• 11/2016 → 09/2021
  Wells Fargo Clearing Services, Llc
  Coral Gables, FL
• 09/2021 → Present
  Raymond James Financial Services, Inc
  Coral Gables, FL
• 09/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Coral Gables, FL
• 09/2021 → 08/2023
  Provenance Wealth Advisors
  Miami, FL
• 09/2021 → 08/2023
  Provenance Wealth Advisors
  Miami, FL
• 10/2021 → Present
  Solanable Wealth Advisors Llc
  Miami, FL
• 03/2023 → Present
  N/A
  Coral Gables, FL

Previous Registrations

• 2009-02-09 → 2021-09-23
  Wells Fargo Clearing Services, Llc
  Coral Gables, FL
• 2003-07-11 → 2009-02-05
  Citigroup Global Markets Inc.
  Coral Gables, FL
  Coral Gables, FL
• 1997-09-15 → 2003-07-08
  Morgan Stanley Dw Inc.
  Coral Gables, FL

Other Businesses

(1)Name of Business: Fortuna Wealth Address: 2525 Ponce de Leon Blvd Ste 300, Coral Gables, FL, 33134-6044, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/14/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor, Administration and Client Service. (2)Name of Business: SOLANABLE WEALTH ADVISORS LLC Address: 8810 NE 9 Court, Miami, FL, 33138, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC is used for tax purposes for commissions and fees for Adrian Lorenzo.\n\nI am the trustee of the trust that owns the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-23
• S63 Uniform Securities Agent State Law Examination
  1998-06-28