Guilherme Lopes gauzzi
Investment adviser representative at Raymond James & Associates, Inc.
13 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
13 years in the industry.
- Raymond James & Associates, Inc.Jun 2025 to now
- Edward JonesSep 2023 to Jun 2025
- UnemployedApr 2023 to Sep 2023
- Bunnings Group LimitedJan 2021 to Apr 2023
- B. Lucky and SonsMay 2019 to Jan 2021
- Winghaus Entertainment QuarterApr 2017 to May 2019
- UnemployedDec 2016 to Apr 2017
- Itau Unibanco SaAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7803952
- Firm CRD
- 705