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Astrid Rodriguez-Carranza

28 Years of Experience
Coral Gables, FL
2 DisclosuresBroker

Astrid Rodriguez-Carranza is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 28 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

396 Alhambra Cir, Ste 701, Coral Gables, FL, 33134

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Denied
Customer Dispute
October 1999
Denied
Other Business Activities

Astrid owns Azul Blue Holdings LLC (social media marketing), Casa Guadalupe Rodriguez Carranza Co SAS (real estate management), and Dante Holdings Inc (social media marketing). She also acts as a trustee for a friend's trust, dedicating minimal time to Azul Blue Holdings LLC, Dante Holdings Inc, and the trust, and about 10-20% of her time to Casa Guadalupe Rodriguez Carranza Co SAS.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - November 2021 · 18 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - November 2021 · 18 yrs 4 mos
Prudential Securities Incorporated
April 1997 - July 2003 · 6 yrs 3 mos
Prudential Securities IncorporatedBroker
April 1997 - July 2003 · 6 yrs 3 mos
State Registrations8 states
CAFLINMINCNYSCTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Astrid Rodriguez-Carranza - Financial Advisor | TrueAdvisor