Raymond Catone (CRD# 2259396) is an Investment Advisor Representative working at Las Olas Capital Advisors, LLC in Fort Lauderdale, FL and has over 28 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Las Olas Capital Partners, LLC | Fort Lauderdale, FL | Jul 2018 - Current | 5 |
| Las Olas Capital Advisors | Fort Lauderdale, FL | Feb 2017 - Current | 7 |
| Capital Guardian, LLC | Charlotte, NC | Feb 2017 - May 2017 | < 1 |
| Citi International Financial Services LLC | Guaynabo, PR | Feb 2013 - Feb 2017 | 4 |
| Citigroup | Miami, FL | Feb 2012 - Feb 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- FL
- TX
-
Total Assets Under Management374MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$11,328,243
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, TX
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