Raymond Juarez is a registered investment advisor, based in San Antonio, TX, with 9 years of industry experience.
Location
Citi Private Bank, 100 Citibank Drive, Building 2, Floor 2, San Antonio, TX, 78245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Raymond works as a real estate agent, assisting clients in purchasing and selling residential homes in San Antonio, Texas, since November 2024. This activity takes about 10-20% of Raymond's time outside of securities trading hours.
Employment History
Current Registrations
Citi Private Alternatives, LLC
Citi Private Alternatives, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Citi Global Advisory, LLC
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Financial Advisors, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.