ZP
ZP

Zulay Polanco

20 Years of Experience
Coral Gables, FL
Broker

Zulay Polanco is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coral Gables, FL, with 20 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

6915 Red Road, Suite 225, Coral Gables, FL, 33143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Zulay works as an associate/employee for Arango Capital Management, providing client service, account maintenance, trading, and report generation. This takes about half of Zulay's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
January 2016 - March 2024 · 8 yrs 2 mos
Raymond James & Associates, INC.Broker
January 2016 - March 2024 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2007 - January 2016 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2007 - January 2016 · 8 yrs 7 mos
Colonial Brokerage, INC.Broker
January 2006 - June 2007 · 1 yr 5 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.