Daniel A Raez
Investment adviser representative at Raymond James & Associates, Inc.
12 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
12 years in the industry.
- Raymond James & Associates, Inc.Jun 2025 to now
- Raymond James & Associates, Inc.Sep 2024 to May 2025
- Blackrock Inc.Jun 2024 to Aug 2024
- Acp SecuritiesJun 2023 to Aug 2023
- A.g.p./alliance Global PartnersJun 2022 to Aug 2022
- University of MiamiAug 2021 to May 2025
- High Export Inc.Aug 2020 to Apr 2022
- Belen Jesuit Preparatory High SchoolAug 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7588488
- Firm CRD
- 705