RN
RN

Raquel Nacht

23 Years of Experience
Hollywood, FL
Broker

Raquel Nacht is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hollywood, FL, with 23 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

9720 Stirling Road, Suite 210, Hollywood, FL, 33024

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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

Raquel works as an associate/employee at Bitnar and Associates Financial Group, providing administrative and operational support. This takes about half of her time and is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2023 - Present · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2023 - December 2023 · 6 mos
Morgan StanleyBroker
June 2023 - December 2023 · 6 mos
Janney Montgomery Scott LLC
May 2018 - May 2023 · 5 yrs
Janney Montgomery Scott LLCBroker
April 2018 - May 2023 · 5 yrs 1 mo
Credit Suisse Securities (USA) LLC
January 2003 - June 2016 · 13 yrs 5 mos
Credit Suisse Securities (USA) LLCBroker
January 2003 - June 2016 · 13 yrs 5 mos
Donaldson Lufkin & Jenrette Securities Corporation
April 2001 - January 2003 · 1 yr 9 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
April 2001 - January 2003 · 1 yr 9 mos
State Registrations2 states
FLNJ
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Raquel Nacht - Financial Advisor | TrueAdvisor