Anthony Potestad
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.
- Raymond James & Associates, Inc.Feb 2026 to now
- Morgan StanleyJan 2023 to Feb 2026
- E*trade Securities LLCMay 2022 to Sep 2023
- Florida Realty of MiamiApr 2021 to May 2022
- Potestad Investments, LLC.Jan 2021 to May 2022
- St Thomas UniversityOct 2020 to Dec 2021
- Florida International UniversityJun 2018 to Aug 2020
- Dinasty Appraisals LLC.Aug 2016 to May 2022
- St. Thomas UniversityAug 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7517683
- Firm CRD
- 705