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Claudio Salazar

40 Years of Experience
Miami, FL
Broker

Claudio Salazar is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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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 & Associates, INC.
June 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - July 2022 · 12 yrs 6 mos
UBS Financial Services INC.
January 2010 - July 2022 · 12 yrs 6 mos
UBS International INC.
June 2002 - January 2010 · 7 yrs 7 mos
UBS International INC.Broker
June 2002 - January 2010 · 7 yrs 7 mos
UBS Painewebber INC.
October 1996 - June 2002 · 5 yrs 8 mos
UBS Painewebber INC.Broker
September 1996 - June 2002 · 5 yrs 9 mos
Smith Barney INC.Broker
April 1991 - September 1996 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
August 1985 - April 1991 · 5 yrs 8 mos
First Eastern Securities CorporationBroker
March 1985 - September 1985 · 6 mos
State Registrations4 states
CACOFLGA
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.