Eric Munoz
Eric Munoz is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 25 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
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the president of the Miami Seminole Club, a non-profit organization, dedicating a few hours per week. He is also the Treasurer and a board member of the Crockett Foundation, a non-profit, spending minimal time on it. Additionally, Eric is a member of the Board of Directors for the Florida State University Alumni Association.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
UBS Painewebber INC.Broker
UBS Painewebber INC.
Charles Schwab & CO., INC.Broker
State Registrations9 states
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