Anny Delpilar Paulino

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

• 07/2009 → 08/2019
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 08/2019 → Present
  Raymond James Financial Services, Inc.
  Boca Raton, FL
• 08/2019 → Present
  The Mayer Group
  Boca Raton, FL
• 08/2019 → 03/2022
  The Mayer Group
  Boca Raton, FL
• 03/2022 → Present
  Fortuna Wealth
  Boca Raton, FL
• 03/2022 → 12/2024
  Nave Capital Llc
  Boca Raton, FL
• 11/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Boca Raton, FL

Other Businesses

Fortuna Wealth Address: 2600 N Military Trl Ste 215, Boca Raton, FL, 33431-6796, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/25/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Non solicited trades, administration, client service.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-18

Other Names

• Anny Paulino