MC
MC
Magda Castro
11 Years of Experience
Coral Gables, FL
2 DisclosuresBroker
Magda Castro is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 11 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
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2022Withdrawn
Customer Dispute
March 2020Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
PNC Investments
August 2024 - August 2024 · 0 mos
PNC InvestmentsBroker
July 2024 - August 2024 · 1 mo
Citigroup Global Markets INC.Broker
August 2021 - April 2024 · 2 yrs 8 mos
Citigroup Global Markets INC.
August 2021 - April 2024 · 2 yrs 8 mos
Hsbc Securities (USA) INC.
April 2017 - August 2021 · 4 yrs 4 mos
Hsbc Securities (USA) INC.Broker
January 2014 - August 2021 · 7 yrs 7 mos
State Registrations6 states
CADEFLMANYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.