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Oscar Manrique

26 Years of Experience
Staten Island, NY
Broker

Oscar Manrique is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Staten Island, NY, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1110 South Ave, Suite 1, Staten Island, NY, 10314

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Oscar has 100% ownership of Castleton Wealth Management since 2020. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2010 - February 2026 · 16 yrs
Wells Fargo Advisors
February 2010 - February 2026 · 16 yrs
Citigroup Global Markets INC.
May 2007 - March 2010 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2010 · 2 yrs 10 mos
Citicorp Investment Services
December 2004 - May 2007 · 2 yrs 5 mos
Citicorp Investment ServicesBroker
May 2001 - May 2007 · 6 yrs
UBS Painewebber INC.Broker
May 2000 - April 2001 · 11 mos
Ladenburg, Thalmann & CO., INC.Broker
October 1999 - March 2000 · 5 mos
State Registrations18 states
AZCACTDCDEFLGAKYMAMDMTNJNYPASCTNTXVA
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.
Oscar Manrique - Financial Advisor | TrueAdvisor