VC
VC

Vicente Castillo

42 Years of Experience
Guaynabo, PR
Broker

Vicente Castillo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Guaynabo, PR, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

B7 Calle Tabonuco, Suite 801, Guaynabo, PR, 00968

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2025 - Present · 6 mos
Raymond James Financial Services Advisors, INC
November 2025 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
March 2020 - November 2025 · 5 yrs 8 mos
UBS Financial Services Incorporated of Puerto RicoBroker
September 1994 - August 2021 · 26 yrs 11 mos
UBS Financial Services INC.Broker
July 1983 - November 2025 · 42 yrs 4 mos
State Registrations4 states
FLNYPRVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Vicente Castillo - Financial Advisor | TrueAdvisor