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Geoffrey Peter Raymond

Raymond Capital Advisors, LLC

Maggie Valley, NC

Sarasota, FL

CRD 1642689

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Employer firm

Raymond Capital Advisors, LLC CRD 154412

$28.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • SEE SCHEDULE D, MISCELLANEOUS SECTION

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond Capital Advisors, Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-17
NC RA APPROVED 2022-03-14
  • FL RA
    APPROVED
    Since 2025-11-17
  • NC RA
    APPROVED
    Since 2022-03-14

Branch Locations

Maggie Valley, NC • United States

Sarasota, FL • 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 Capital Advisors, Llc Maggie Valley NC 06/2010 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-03-03
  • S63 Uniform Securities Agent State Law Examination
    1987-03-03
Designations
  • Chartered Financial Analyst
Other Names
  • Geoffrey Raymond

View on SEC IAPD

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