Gustavo Vega
Gustavo Vega is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Miami, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9155 S Dadeland Blvd, Suite 1404, Miami, FL, 33156
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gustavo is an advisory board member for Dalmau AI, dedicating a few hours per week to providing guidance on capital allocation and AI use in finance. He also owns RM Distributors and is involved with Total View Advisors and Total View Business, spending minimal time on each, and was the agent that sold a life insurance policy.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
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