Ronald Joseph Carazo
Investment adviser representative at Carazo Wealth Management
34 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Carazo Wealth ManagementSep 2026 to now
- Ron Carazo & Associates, LLCApr 1995 to now
- Spire Securities, LLCSep 2026 to Sep 2026
- Spire Wealth Management, LLCDec 2017 to Sep 2026
- Securities America, Inc.Aug 1992 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Carazo Wealth Management
Legal name: Ron Carazo and Associates, L.L.C.
$0Assets managed
0Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2176088
- Firm CRD
- 342791