Celeste Rau
Celeste Rau is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 6 years of industry experience. Celeste is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
Vero Beach, FL
Get directionsHistory
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 Activities
Celeste works as an advisor to retirement plan clients for DDMP Investment Advisors since 2020. This takes about half of Celeste's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
State Registrations5 states
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
More Advisors
- Peter Anderson, CFPRaymond James Financial Services Advisors, INC
- Matthew Hamilton, CFPRaymond James Financial Services Advisors, INC
- Michael KannerRaymond James Financial Services Advisors, INC
- Marc TombergRaymond James Financial Services Advisors, INC
- Joanne Sardella, CFPRaymond James Financial Services Advisors, INC
- Garrick Cashatt, CFPRaymond James Financial Services Advisors, INC