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Magda Carolina Castro

Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm 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 feeCommissions

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Raymond James & Associates, Inc.Aug 2024 to now
  2. PNC Investments LLCJul 2024 to Aug 2024
  3. UnemployedApr 2024 to Jul 2024
  4. CitigroupAug 2021 to Mar 2024
  5. HSBC Bank USA National AssociationMay 2017 to Jul 2021
  6. HSBC Securities (USA) Inc.Jan 2014 to Jul 2021
  7. HSBC Bank USA, N.A.Jan 2014 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
6289000
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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