KD
KD

Kevin Desquitado

19 Years of Experience
Safety Harbor, FL
1 DisclosureBroker

Kevin Desquitado is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Safety Harbor, FL, with 19 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Safety Harbor, FL

Get directions

History

Regulatory History (1)
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.
Criminal
May 2005
Final Disposition
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 1 yr
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Next Financial Group, INC.Broker
December 2023 - December 2023 · 0 mos
Cadaret, Grant & CO., INC.Broker
December 2023 - December 2023 · 0 mos
Fidelity Personal and Workplace Advisors
January 2022 - November 2023 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
November 2021 - November 2023 · 2 yrs
Raymond James Financial Services Advisors, INC
September 2020 - October 2021 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
September 2020 - October 2021 · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
September 2017 - June 2020 · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
April 2017 - June 2020 · 3 yrs 2 mos
E*trade Capital Management, LLC
January 2014 - January 2017 · 3 yrs
E*trade Securities LLCBroker
December 2013 - January 2017 · 3 yrs 1 mo
Strategic Advisers, INC.
July 2011 - November 2013 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
January 2011 - November 2013 · 2 yrs 10 mos
T. Rowe Price Advisory Services, INC.
April 2008 - November 2010 · 2 yrs 7 mos
T. Rowe Price Investment Services, INC.Broker
July 2006 - November 2010 · 4 yrs 4 mos
State Registrations1 state
FL
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.
More Advisors