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Anthony Potestad

Raymond James & Associates, Inc.

Coral Gables, FL

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
  • FL RA
    APPROVED
    Since 2026-02-23

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
E*Trade Securities Llc Temple Terrace FL 05/2022 09/2023
Dinasty Appraisals Llc. Miami FL 08/2016 05/2022
Florida Realty Of Miami Miami FL 04/2021 05/2022
St. Thomas University Miami FL 08/2015 05/2018
Florida International University Miami FL 06/2018 08/2020
St Thomas University Miami FL 10/2020 12/2021
Potestad Investments, Llc. Miami FL 01/2021 05/2022
Morgan Stanley Temple Terrace FL 01/2023 04/2024
Morgan Stanley Temple Terrace FL 09/2023 09/2023
Morgan Stanley Miami Beach FL 04/2024 02/2026
Raymond James & Associates, Inc. Coral Gables FL 02/2026 Present
  • 05/2022 → 09/2023
    E*Trade Securities Llc
    Temple Terrace, FL
  • 08/2016 → 05/2022
    Dinasty Appraisals Llc.
    Miami, FL
  • 04/2021 → 05/2022
    Florida Realty Of Miami
    Miami, FL
  • 08/2015 → 05/2018
    St. Thomas University
    Miami, FL
  • 06/2018 → 08/2020
    Florida International University
    Miami, FL
  • 10/2020 → 12/2021
    St Thomas University
    Miami, FL
  • 01/2021 → 05/2022
    Potestad Investments, Llc.
    Miami, FL
  • 01/2023 → 04/2024
    Morgan Stanley
    Temple Terrace, FL
  • 09/2023 → 09/2023
    Morgan Stanley
    Temple Terrace, FL
  • 04/2024 → 02/2026
    Morgan Stanley
    Miami Beach, FL
  • 02/2026 → Present
    Raymond James & Associates, Inc.
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-26
S63 Uniform Securities Agent State Law Examination 2022-09-21
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2022-09-21

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.
MORGAN STANLEY

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL
AMERANT INVESTMENTS, INC. · CORAL GABLES, FL

More in Coral Gables, FL

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