Raony D. Zica De Carvalho
Professional summary
Raony D Zica De Carvalho, who also goes by Ray Carvalho, Raony Davi Zica De Carvalho, is a registered financial advisor currently at CARVALHO INVESTMENT GROUP, LLC located in Austin, Texas.
Raony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Raony has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Raony D Zica De Carvalho's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2021 - Present
CARVALHO INVESTMENT GROUP, LLC
Office #1: 111 Congress Avenue Suite 500, Austin, TX 78701December 19, 2016 - April 1, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 24, 2016 - April 1, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2021)
Exams
Current Firm
CARVALHO INVESTMENT GROUP, LLC
CRD#: 312231 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 4,100,000 |
Red Flags
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