Francesco Traina
Francesco Traina is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Miami, 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
Firm Size
IM Fee
Assets Under Management
Location
1200 Brickell Ave, Suite 310, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2025Other Business Activities
Francesco is the owner and president of Brickell 21 Capital Management Inc. He also owns Brickell 21 Financial Centre LLC, which owns and leases office space, dedicating minimal time to each business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations12 states
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.