Roxana Montane marrero
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 2026 to now
- Equitable Advisors, LLCJul 2025 to Jun 2026
- UnemployedMay 2025 to Jul 2025
- Planmember Securities CorporationJun 2024 to Aug 2024
- Westmont CollegeOct 2021 to May 2025
- UnemployedAug 2021 to Oct 2021
- University of Art Institute of CubaSep 2018 to Aug 2021
- Amadeo Roldan High SchoolSep 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7948104
- Firm CRD
- 705