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Razvan Christian Raicu

Investment adviser representative at Sp Asset Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Sp Asset Management LLCOct 2024 to now
  2. Morgan Stanley Smith Barney LLCAug 2020 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Aug 2020
  4. Wells Fargo Advisors, LLCJun 2014 to Nov 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sp Asset Management LLC

$1.9BAssets managed
211Clients
3Advisers
4 yearsIn 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
5718197
Firm CRD
323369
Advisor's SEC record (opens in a new tab)
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