Rodrigo Oliveira
Rodrigo Oliveira is a registered investment advisor at Raymond James & Associates, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rodrigo owns rental real estate and Novo R.E. Investors NY LLC. He dedicates minimal time to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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