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Braulio Castillo

Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Raymond James & Associates, Inc.Jul 2023 to now
  2. Morgan StanleyMar 2021 to Jul 2023
  3. UnemploymentJun 2020 to Mar 2021
  4. Fidelity InvestmentsJul 2019 to Jun 2020
  5. UnemploymedMay 2019 to Jul 2019
  6. Business and Technology Solutions LLCJul 2018 to Oct 2018
  7. Bryant UniversitySep 2015 to May 2019
  8. Chipotle Mexican GrillAug 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

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
7330042
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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