Guillermo Bautista
Guillermo Bautista is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntington, NY, with 9 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
75 Prospect Street, Suite 116, Huntington, NY, 11743
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Guillermo is a financial advisor at First Harbor Financial Services since 2016, dedicating about half of his time to this role. He is also the sole member of Target Rock Group LLC, but spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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