EO
EO
Eva Ovejero
21 Years of Experience
Miami, FL
1 DisclosureBroker
Eva Ovejero is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2024Pending
Other Business Activities
Eva owns Emoscy LLC, which owns rental real estate. She spends minimal time on this activity, primarily paying property taxes, insurance, maintenance, LLC renewal fees, and accountant fees.
Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Morgan Stanley
March 2012 - June 2023 · 11 yrs 3 mos
Morgan StanleyBroker
June 2009 - June 2023 · 14 yrs
Citigroup Global Markets INC.Broker
April 2004 - June 2009 · 5 yrs 2 mos
State Registrations5 states
CAFLMDNYTX
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.