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Razvan Christian Raicu

SP Asset Management LLC

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About Razvan Christian Raicu

Razvan Raicu is a financial advisor with over 11 years of experience in the financial services industry. Razvan is currently registered with SP Asset Management LLC. Prior to joining SP Asset Management LLC, Razvan worked at WELLS FARGO CLEARING SERVICES, LLC and LPL FINANCIAL LLC. Razvan holds Series 7, Series 63, Series 65, SIE, and Series 99TO licenses, and is a Certified Financial Planner. Razvan specializes in portfolio management for individuals and pooled investment vehicles, as well as providing financial planning services.

Firm Information

Razvan Raicu is currently registered with SP Asset Management LLC. SP Asset Management LLC is an investment advisor registered with the SEC and located in Cupertino, CA. The firm manages approximately $1.39 billion in assets for high-net-worth individuals, corporations, and pooled investment vehicles. They offer financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
SP Asset Management LLC

20380 TOWN CENTER LANE

CUPERTINO, CA 95014

$1.39B

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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Razvan Raicu’s Registration & Firm History

CA

10/28/2024 - Present

SP Asset Management LLC (CUPERTINO CA)

CA

07/21/2014 - 08/26/2020

WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)

CA

06/10/2011 - 02/25/2013

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 05/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Razvan Christian Raicu.
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