PT
PT

Pedro Triana

1 Year of Experience
Miami, FL
Broker

Pedro Triana is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 1 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

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Other Business Activities

Pedro is a part owner of NSA-Exchange, an online B2B marketplace platform connecting supermarket owners to food brokers, producers, and distributors, since October 2019. He dedicates about 10-20% of his time to helping the business grow commercially, outside of trading hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 3 mos
State Registrations5 states
CADEFLTXWY
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.
Pedro Triana - Financial Advisor | TrueAdvisor