EB
EB

Eduardo Bonilla

27 Years of Experience
Coral Gables, FL
4 DisclosuresBroker

Eduardo Bonilla is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 27 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

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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History

Regulatory History (4)
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 2011
Denied
Customer Dispute
March 2011
Denied
Customer Dispute
April 2010
Denied
Customer Dispute
December 2009
Settled
Other Business Activities

Eduardo owns rental real estate through the EAB Revocable Trust since 2015, dedicating a few hours per week to collecting checks and managing properties. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
June 2010 - February 2013 · 2 yrs 8 mos
Morgan Keegan & Company, INC.Broker
April 2010 - February 2013 · 2 yrs 10 mos
Amtrust Investment Services, INC.
May 2008 - March 2010 · 1 yr 10 mos
Amtrust Investment Services, INC.Broker
September 1998 - March 2010 · 11 yrs 6 mos
Gkn Securities CORP.Broker
July 1998 - August 1998 · 1 mo
State Registrations17 states
AZCACOCTFLGAILMAMDNCNJNYPATNTXVAVirgin Islands
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.