SM
SM
Stefan Miranda
5 Years of Experience
Portland, ME
Broker
Stefan Miranda is a registered investment advisor at Raymond James & Associates, INC., based in Portland, ME, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
Portland, ME
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
February 2026 - Present · 3 mos
Raymond James & Associates, INC.
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Raymond James & Associates, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2025 - February 2026 · 4 mos
Ameriprise Financial Services, LLC
July 2020 - December 2024 · 4 yrs 5 mos
Ameriprise Financial Services, LLCBroker
June 2020 - February 2026 · 5 yrs 8 mos
State Registrations2 states
FLME
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.