Sofia I Villasmil

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → 02/2025
  Equitable Advisors, Llc
  New York, NY
• 09/2021 → 06/2024
  University Of California, Los Angeles
  Los Angeles, CA
• 09/2017 → 08/2021
  Unemployed
  Miami, FL
• 09/2013 → 08/2017
  Unemployed
  Caracas
• 08/2025 → Present
  Raymond James & Associates, Inc
  Coral Gables, FL
• 10/2022 → 08/2025
  Optimum Corp
  Coral Gables, FL

Other Businesses

Name of Business : Optimum Corp Address: 250 Catalonia Ave., Coral Gables 33134, FL Nature of the Business: Real Estate Position/Title: Assistant to director and co-owner Investment Related: yes Start Date: 01/2022 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  2025-02-06

Other Names

• Sofia Isabella Villasmil Nardi
• Sofia Villasmil
• Sofia Isabella Villasmil