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Antonio Barbosa

11 Years of Experience
Fort Lauderdale, FL
Broker

Antonio Barbosa is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, 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

201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301

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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

Antonio owns multiple rental real estate properties, including properties in New York and Miami Beach. He spends minimal time on these activities, primarily paying real estate taxes and common charges.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Deutsche Bank Securities INC.
July 2019 - March 2023 · 3 yrs 8 mos
Deutsche Bank Securities INC.Broker
July 2019 - March 2023 · 3 yrs 8 mos
Hsbc Securities (USA) INC.
August 2014 - June 2019 · 4 yrs 10 mos
Hsbc Securities (USA) INC.Broker
May 2014 - June 2019 · 5 yrs 1 mo
State Registrations3 states
CTFLNY
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.