Raymond Catone
Raymond Catone is a registered investment advisor at Las Olas Capital Wealth LLC, based in Fort Lauderdale, FL, with 31 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 47 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Las Olas Capital Wealth charges for investment management based on the services provided, the size of your portfolio, and the complexity of your situation. Fees can be structured as a percentage of your portfolio or as flat annual retainers, typically billed quarterly in advance. Specific fee schedules and account minimums are detailed in each client's written agreement.
Location
200 SW First Ave, Suite 1070, Fort Lauderdale, FL, 33301
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Regulatory History
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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Raymond is a general partner and manager for multiple Las Olas Capital investment-related entities, including Go Green GP, Real Estate Fund IV GP, Real Estate Fund VI GP, and Stiles Las Olas Capital SEP GC. He also manages Las Olas Capital Management, LLC. These activities each take a few hours per week.
Employment History
Current Registrations
Las Olas Capital Wealth LLC
Las Olas Capital Partners, LLCBroker
Las Olas Capital Advisors, LLC
Previous Registrations
Capital Guardian, LLCBroker
Citi International Financial Services LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations3 states
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
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