Ruben Banerjee
Ruben Banerjee is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 2 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
2000 Tower Oaks Boulevard Suite 250, Rockville, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ruben owns rental real estate, dedicating minimal time to it. He is also an associate/employee and registered representative/paraplanner at Financial 360 LLC, taking about half of Ruben's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations13 states
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