LM
LM

Leander Marrero

3 Years of Experience
Coral Gables, FL
Broker

Leander Marrero is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coral Gables, FL, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2525 Ponce de Leon Blvd., Suite 300, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Leander works as an associate/employee at Private Wealth Management of Coral Gables, dedicating about half of his time to this role. His duties involve CSA responsibilities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Morgan Stanley
August 2022 - September 2022 · 1 mo
Morgan StanleyBroker
June 2022 - September 2022 · 3 mos
State Registrations10 states
CACOFLMAMDPASCTNTXVA
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.