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Michael Anthony De La Torre

Raymond James Financial Services Advisors, Inc

Wellington, FL

CRD 7707043

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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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-19
  • FL RA
    APPROVED
    Since 2024-08-19

Branch Locations

12400 South Shore Blvd., Wellington, FL 33414 • 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
Raymond James Financial Services, Inc. Wellington FL 03/2023 Present
Florida Atlantic University Boca Raton FL 08/2020 05/2024
Suncoast Community High School Riviera Beach FL 08/2016 06/2020
Raymond James Financial Services Advisors, Inc. Wellington FL 08/2024 Present
  • 03/2023 → Present
    Raymond James Financial Services, Inc.
    Wellington, FL
  • 08/2020 → 05/2024
    Florida Atlantic University
    Boca Raton, FL
  • 08/2016 → 06/2020
    Suncoast Community High School
    Riviera Beach, FL
  • 08/2024 → Present
    Wellington, FL
Other Businesses

Boynton Financial Group, Inc. Not investment related. Wellington, FL DBA/Support company. Support Staff. Started: 03/2023. 0 hrs per month, 0 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
  • S66 Uniform Combined State Law Examination
    2024-08-12
Other Names
  • Michael De La Torre

View on SEC IAPD

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