Antonio Bastos
Antonio Bastos is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ludlow, MA, with 8 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
535 East Street, Ludlow, MA, 01056
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Antonio sells fixed insurance products since 2022, dedicating about 10-20% of his time. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Distributors, LLCBroker
State Registrations27 states
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