Raoul M. Celerier
AUSTIN PRIVATE WEALTH
Austin, TX 78705
Some features on this profile are disabled
CRD#: 4888617
Professional summary
Raoul Marie Celerier, CFP® is a registered financial advisor currently at AUSTIN PRIVATE WEALTH, LLC located in Austin, Texas.
Raoul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Raoul has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Business Succession Planning
Tax Planning
Estate Planning
Divorce Planning
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
Corporate Executives
Estate & Generational Planning...
ExPat and Cross Border Issues
High Net Worth Client Needs
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Real Estate Ownership; Single Family; AUSTIN TX 78721/ Single Family; AUSTIN TX 78721/ Single Family; AUSTIN TX 78721/ Single Family; AUSTIN TX 78721/ Single Family/ Multi-Family/ Multi-Family; Austin Tx 78721/ Single Family; austin tx 78723/ Single Family; Austin tx 78724/ Single Family; Austin Tx 78724/ Single Family; Austin Tx 78724/ Commercial; AUSTIN TX 78705; Investment Related; Jan 2015/ Lot/Land; Beaumont TX 77701; Investment Related; Aug 2016/ Lot/Land; BEAUMONT TX 77701; Investment Related; Aug 2016/ Lot/Land; JACKSON COUNTY, MISSISSIPPI; Investment Related; Feb 2017/ Lot/Land; CHICAGO, IL 60619; Investment Related; May 2017/ Lot/Land; State of California; Investment Related; June 2017/ Commercial; Elgin, TX 78621; Investment Related; Aug 2017/ Single Family; Paris France; Investment Related; Mar 2018/ Commercial; Corpus Christi TX 78404; Investment Related; Nov 2018. Business Ownership; AUSTIN ORGANIX LLC; OWNER; ENTITY OWNING OUR RENTAL PROPERTIES FOR PROTECTION PURPOSES; AUSTIN TX 78703; 0 hours per month/ 8th Floor Properties LLC; Manager; LLC to hold Commercial Building; Austin Tx 78759; Not Investment Related; Jan 2015; 1-9 hours per month; 0 during trading hours/ GFA de Chateau Soubian; owner; Land Managing Company; 75008 Paris France; Not Investment Related; Oct 2015; 1-9 hours per month; 0 during trading hours/ Concept Organix; President; Real Estate Holding company; Austin TX 78705; Investment Related; Aug 2017; 1-9 hours per month; 0 during trading hours/ 4th Floor Properties LLC; Manager; Real Estate; Austin, TX 78705; Investment Related; Nov 2018; 1-9 hours per month; 0 during trading hours / Seneko Kakona Ltd; not investment related; 303 Shirley St, Nassau N492 Bahamas; Property Management; Director; Owner; 8/3/2021; 0; 0; Transferring property title to LLC. / Soyo Namakova LLC; not investment related; 120 Madeira Drive Northeast #220, Albuquerqye NM 87108; Property Management; Director; Owner; 7/16/2021; 0; 0; Transferring property title to LLC. Real Estate Activity; The Advisor maintains an active real estate license. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
CRS (Client Relationship Summary) - RIA
Click below to view Raoul Marie Celerier's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
July 18, 2019 - Present
AUSTIN PRIVATE WEALTH, LLC
Office #1: 3108 N Lamar Boulevard Suite B100, Austin, TX 78705RIA
CRD#: 304344
Austin, TX
Past
January 19, 2005 - July 23, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Corpus Christi, TX
Past
January 12, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 12, 2005 - July 23, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Corpus Christi, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AUSTIN PRIVATE WEALTH, LLC
AUSTIN PRIVATE WEALTH | NOKI GROUP, LLC | AUSTIN PRIVATE WEALTH, LLC
CRD#: 304344 / SEC#: 801-116987
RIA
Registered Investment Advisory firm - (7/18/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/18/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AUSTIN PRIVATE WEALTH, LLC
AUSTIN PRIVATE WEALTH | NOKI GROUP, LLC | AUSTIN PRIVATE WEALTH, LLC
CRD#: 304344 / SEC#: 801-116987
RIA
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Contact information
Main Address
3108 N Lamar Boulevard Suite B100, Austin, TX 78705
Mailing Address
Phone number
(512) 886-4114
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,781 |
| AUM (Assets Under Management) | $ 1,331,171,818 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
