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Raul Juan Escudero villeta

Fsam LLC

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About Raul Juan Escudero villeta

Raul Juan Escudero villeta is a financial advisor with over 35 years of experience in the financial services industry. Raul is currently registered with Fsam LLC, which provides investment advisory services to individuals and businesses. Prior to joining Fsam LLC, Raul worked for Herbert J. Sims & Co, Inc., Santander Securities LLC, UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Raul Escudero villeta is currently registered with Fsam LLC. Fsam LLC is an investment advisor headquartered in ALPHARETTA, GA, with a total of 13 registered representatives. They manage approximately $71,457,869 in regulatory assets under management for a total of 171 clients. Fsam LLC primarily serves individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Their advisory services include portfolio management for individuals and selection of other advisers.
Fsam LLC

1720 WINDWARD CONCOURSE

ALPHARETTA, GA 30005

$71.46M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Raul Escudero villeta’s Registration & Firm History

PR

01/20/2023 - Present

Fsam LLC (GUAYNABO PR)

PR

03/01/2018 - 12/21/2022

HERBERT J. SIMS & CO, INC. (GUAYNABO PR)

PR

10/19/2006 - 02/12/2018

SANTANDER SECURITIES LLC (San Juan PR)

PR

02/07/1991 - 10/31/2006

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)

PR

09/02/1987 - 10/31/2006

UBS FINANCIAL SERVICES INC. (SAN JUAN PR)

NA

06/10/1985 - 09/01/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 08/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 36 public disclosures for Raul Juan Escudero villeta. Review regulatory record here.
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